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St Ives Pension Scheme (P00349)

Mrs Crooks alleges that the Employer and the Trustees have incorrectly refused her an ill-health early retirement pension (IHERP) to which she claims to be entitled on grounds of total incapacity. She seeks an IHERP, backdated to the date on which her employment ended. Mr …

BALPA 1973 Pension Scheme (Q00394)

Mr Smith complains that: His deferred pension is not being increased at a rate above 5% per annum and is also not being increased in accordance with statutory requirements, the S …

Teachers’ Pension Scheme (Q00711)

Mrs Ashton complains that her pension should not have been stopped. 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, so …

Solicitors’ Law Stationery Society Limited Pension Scheme (R00320)

Mr Cahill says that Equitable Life gave him incorrect advice upon which he relied in deciding to draw early retirement benefits from the Scheme at age 60. Had he delayed his pension would have been approximately £10,0 …

Bristol and West Staff Pension Fund (P01041)

Mr Jones states that he was provided with an incorrect retirement quotation upon which he relied. He says that he was subsequently given another quotation for a lower benefit, and therefore wishes to b …

Spectrum Group Personal Pension Plan (N00995)

Mr Fear complains that: his personal contributions since 1998 and his employer’s contributions since 2001 were switched from NPI’s Series1 fund to the Series 2 fund, without his consent; a reversionary bonus had not been added to his policy during the years 1989 to 1995; and bonuses which have be

Winterthur Life Rainbow Plus Personal Pension Plan (P00168)

Mr Murphy says that delays in the transfer process caused by Winterthur Life resulted in a lower transfer value being quoted. 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 …

Diageo Pension Scheme (Q00344)

Mr Feldman claims that the Trustee made errors of fact and law in the way that it dealt with his application for early retirement on the grounds of permanent incapacity. He also complains about the way his application was dealt with an …

Miller Brothers (Doncaster) Limited Group Additional Voluntary Contribution
(AVC) Scheme (Q00299)

Miller Brothers complains about the application of surrender charges to those transferring out of the AVC Scheme prior to normal retirement date. Some of the issues before me might be seen as comp …

Electricity Supply Pension Scheme (Q00737)

Mr Platts complains about the following matters: He considered that he was entitled to Guaranteed Annuity Rates (G …

Universities Superannuation Scheme – Prudential AVC Facility (Q00863)

Professor Schiffrin complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Professor Schiffrin states that the sales representative told him that paying AVCs …

The Braddicks Furniture Shop Directors Retirement Plan (Q00938 & Q00939)

Complaints have been made by Mr Braddick, as a member of the Plan, and the Company, as the employer under the Plan, in connection with advice given by Friends Provident (the former administrato …

Local Government Pension Scheme (R00066)

Mrs Stocks alleges maladministration by SYPA in quoting to her inflated early retirement benefits, on the basis of which she agreed to take early retirement before the mistake was discovered. SYPA admits maladministration, but the LGPS regulations do not allow it to …