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Winterthur Life SIPP – US00231 (27520/1)

Mr Hawley says that Winterthur delayed a transfer of the funds in the Scheme, part in-specie and part cash, to a SIPP with Pilgrim Trustees Limited (Pilgrim) The Ombudsman’s determination and short reasons The complaint should be upheld because Winterthur did cause u …

NHS Injury Benefit Scheme (72140/1)

Mrs Hewitt complains that NHS Pensions has incorrectly withdrawn her injury benefits. The Ombudsman’s determination and short reasons The complaint should be upheld because Mrs Hewitt’s case is not directly comparable to the precedent on whic …

Principal Civil Service Pension Scheme (72718)

Mrs Walsh’s request for ill health retirement has been declined on the grounds that there is insufficient evidence to conclude that she is permanently incapacitated. The Ombudsman’s determination and short reasons The complaint should be …

BMC Software Limited Retirement Benefits Scheme (72903/1)

Mr Thomas complains about delays by Alexander Forbes in relation to transferring in benefits when he retired. The Ombudsman’s determination and short reasons The complaint should be upheld because Alexander Forbes were responsible for the delays in question, resulting in a potentiall …

Local Government Pension Scheme (73144/1)

Mrs Copestake’s complaint is that Tendring Council has refused to award her additional years or an enhanced early retirement benefit on compassionate grounds and delayed reaching that decision. The Ombudsman’s determination and short reasons The complaint should be upheld o …

Local Government Pension Scheme Lambeth (71315/1)

ULT complains about the following instances of maladministration by the Council, acting as administrator of the Scheme: excessive delay in setting up pension arrangements for its employees; wrongly requiring ULT to enter into an Admission Agreement; givi …

NHS Pension Scheme (71998)

Mrs Haque considers that she should be awarded ill health early retirement benefits from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because: The Managers have correctly applied the r …

Local Government Pension Scheme (71381/1)

NHS Injury Benefit Scheme (73658/1)

Mrs Payne says that her application for Temporary Injury Allowance (TIA) was wrongly refused on the basis that her injury was not wholly or mainly attributable to the duties of her NHS employment. The Deputy Ombudsman’s determination and short reasons The complaint should not …

Local Government Pension Scheme and Center Parcs Pension Scheme (S00483)

Mrs Quest’s complaint is that: Dorset County Council (the Council) Aon Consulting Limited (Aon) and the Trustees of the …

Winterthur Life Personal Pension and FSAVC policies (19739/2)

Mr Boldy claims that he has experienced an injustice due to Winterthur Life and Mercer both contributing to a delay i …

Tyco UK Group Pension Scheme and Wyeth Group Pension Scheme (1997) (25497/2)

Mr McAuley says that he was provided with insufficient information about his benefits at the time that he retired and that errors in the figures quoted significantly delayed payment of his ben …

James Hay Self Invested Personal Pension Plan (27937/1)

Mr Shorter complains that James Hay, the provider, administrator and sole trustee of his SIPP, reneged on a verbal promise made to his independent financial adviser, Hargreaves Lansdown (HL) to inform HL when the sale of his selected SIPP investments had been completed.