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AXA Sun Life Self Administered Personal Pension Plan 7100053 (P01306)
Mr Stewart has complained that CPPML and AXA: failed to set up his Self Invested Personal Pension Plan (SIPP) policy in a timely manner; failed to carry out his instructions concerning certain investments in a timely …
The Daybrook Laundry Pension & Life Assurance Scheme (Q00602)
Mr Hunt has raised a number of complaints, which are listed below: Calculation of Mr Hunt’s benefits At the time he left employment in 2001, he agreed to defer tak …
NHS Pension Scheme (R00611)
Mrs Appleyard’s complaint is that she would have taken advice on alternative pension provision if she had been notified (in 1997) by the NHS Pensions Division (then NHS Pensions Agency) that she was ineligible to rejoin the Scheme. Mrs Appleyard wants the p …
Principal Civil Service Pension Scheme (Q00887)
Mr Forsyth complains that he was not considered for ill health early retirement from the Scheme properly, in accordance with the correct regulations and procedures. Some of the issue …
Teachers’ Pension Scheme – Prudential AVC Facility (27780/1)
Mr Brocklesby complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. He also alleges that the sales representative did not inform him that he could purchase past a …
Condie & Co Pension Scheme (R00278)
Mr Orrock complains that the Employer, the Trustees and CMIG (as administrator of the Scheme) delayed processing his transfer value from the Scheme to that of the Principal C …
Local Government Pension Scheme (R00391)
Mr O’Reilly complains that the Council failed to take sufficient steps to ensure that he was made aware that the rules for transferring-in previous periods of Local Authority service were changing and that he only had 12 months from the date of the change to make a decisi …
The Local Government Pension Scheme (R00496)
Miss D asserts that Broxtowe did not properly consider her for ill health retirement in that they terminated her employment on the grounds of “incapacity due to ill hea …
Charter Pension Scheme (Q00847)
The Applicant complains that the failed to pay him increases in his pension benefits in line with inflation and in particular: The failed to ensure that the …
Lloyds TSB Group Pension Scheme No1 and Lloyds Bank Supplementary Pension
Scheme (R00414)
Mr Heselwood says that the Trustee has taken the value of his policy in the Supplementary Scheme without his authority and incorrectly calculated his Tax Free Cash Sum. Some of the …
NPI Retirement Annuity Contract (R00560)
Mr Mendelsohn wanted to transfer the value of and NPI pension contract from NPI to an Australian Superannuation Scheme (the Australian Scheme) He says that NPI did not notify his adviser, PRISM Xpat, that the transfer value had reduced.
Winterthur Self Invested Personal Pension (SIPP) (P00938 & P00939)
The Applicants complain that the Provider failed to efficiently administer the Plan, in particular in: failing to respond to correspondence; rendering invoices late, incomplete or not at all; failing to provide annual valuations; incurring excess …
Local Government Pension Scheme (R00446)
Mrs Riches says that she relied on incorrect quotations provided to her by her Employer when making her decision to retire at age 60. She says that, had she been given the correct information, she would have …
BAE Systems Pension Scheme (R00501)
Mr Hodges says that his early retirement pension has been calculated incorrectly. The do not agree. Some of the issues before me might be seen as complaints of maladministration while others …
CSC Computer Sciences Limited Pension Scheme (R00629)
Mr Brew asserts that he was deprived of the opportunity to transfer his previous pensionable service from the United Kingdom Atomic Energy Authority (UKAEA) Combined Pension Scheme (CPS) to the British Nuclear Fuels Limited (BNFL) Group Pension Scheme (GPS) He …
T R Services (North Sea) Ltd Retirement Benefits Scheme (Q00338)
Mr Stearn alleges maladministration by Equitable Life in that it provided him with misleading or incorrect information with regard to a proposed transfer of benefits from the Scheme, and was very slow in dealing with the matter. He says that this r …