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Local Government Pension Scheme (S00172)

Mrs Eva complains that the Council: failed to wait for a proper diagnosis of her condition before making a decision regarding her ill-health early retirement (IHER) under Regulation 27; prejudiced her IHER rights by dismissing her on grounds of capability; failed to bac …

Barclays Bank UK Retirement Fund (1964 Pension Scheme) (27727)

Mrs Henstock complains that she has been improperly refused an ill health pension. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law and indeed, some may be both. I have ju …

Local Government Pension Scheme (28042)

Mr Wagstaff retired early from employment qualifying for benefits under the Scheme. He was re-employed by his previous local au …

Teachers’ Pension Scheme – Prudential AVC Facility (71258/2)

Mr Heathcote complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. He alleges that the sales representative did not inform him that he could purchase past added …

Lovewell Blake Pension Scheme (M00727)

The Employer alleges that NU, as manager of the Scheme, provided actuarial valuations and advice which failed to take account of the effect of a change in the Rules of the Scheme. The Trustee …

Drexel Burnham Lambert UK Pension Plan (N01403)

Mr Tyler alleges that he has been denied his entitlement to preserved benefits arising from his membership of the Plan. S …

Sowester Limited Pension and Life Assurance Scheme (P00379)

Mr Buck says: that Mr Edmond, a trustee, improperly took a full transfer value from the Scheme when the Scheme was in deficit. the transfer value of his own …

Hensal Press Directors’ Pension Scheme (R00513)

Mr Sale says that, as a result of Norwich Union failing to release the proceeds of his policy (the Policy) under the Scheme when demanded, he incurred substantial professional costs. He wishes Norwich Union to reimburse those costs. Some of the issues before me might be seen as complain …

Local Government Pension Scheme (S00455)

Mr Welsh’s complaint concerns SPFO’s admitted failure to inform Mr Welsh of certain consequences of re-employment with a LGPS employer. Some of the issues before me might be seen as complaints of maladministration while others can be seen as …

Aviva Staff Pension Scheme (27614)

Mr Rushin complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Scheme in distributing the death benefit which arose following the death of his son, Nicholas Rushin. The Trustee exercised its discretion to a …

High Point Rendel Pension Plan (R00574)

Mr Watkins considers that he should have been informed that it was possible to transfer his deferred benefits from the Scheme when he left service in 1969. He says that had he been properly informed, he would have transferred into another occupational scheme, which wo …

Nortel Networks UK Pension Plan (S00169)

Mrs Tate’s complaint is that the Trustees have refused to continue the payment of her ill health pension. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of …

BALPA 1973 Pension Scheme (P01333)

Mr Smith complains that Barnett Waddingham gave him, BALPA and the Trustees incorrect information about the Inland Revenue (now HM Revenue and Customs) limits on his pension. As a result, he says that he has incurr …

Woodfield Systems Ltd Retirement Benefit Plan (21218)

Mr Saunders says that delays caused by Alexander Forbes and Scottish Life in the transfer of benefits in the Plan to an income drawdown arrangement with Clerical Medical led to a reduced transfer va …

NHS Pension Scheme (R00662)

Mr Carter’s complaint is that NHS Pensions have incorrectly rejected his application for Permanent Injury Benefit (PIB) He claims that he is entitled to PIB because his current medical condition is wholly, or mainly, attributable to his NHS employment. He also says that the handling of …

Local Government Pension Scheme (S00498)

Mr Bent says that the Airport and Tameside wrongly refused his application for ill health early retirement from the Scheme. Some of the issues before me might be seen as complaints of maladministration while others can be seen as …