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Local Government Pension Scheme (P00093)
Mr Harding says the Council failed to act expeditiously to obtain and provide the information he needed to make an informed decision about transferring his various pensions into the LGPS. Mr Harding says that, as a result of this delay, his transfer payments became subject t …
Siemens Benefit Scheme (Q00048)
Mrs Sibbald is aggrieved that upon the death of her husband his death benefits were paid out on a death in retirement rather than death in service basis. Some of the issues before me might be seen as complaints of maladministration while others …
Principal Civil Service Pension Scheme (N01222)
Mrs Molnar has made a number of allegations. Principally, these relate to the consideration of her eligibility for Ill Health Retirement (IHR) Mrs Molnar says: The Medical Appeal Board (MAB) mis …
FF Executive Pension Scheme (N00701)
Mrs Frusher’s complaint is that Ms Dennis was negligent in the advice that she gave Mr Frusher when he transferred his pension arrangements from Equitable Life (Equitable) to a Small Self Administered Scheme (SSAS) as she failed to warn him that he would lose the bene …
Principal Civil Service Pension Scheme (Northern Ireland) (N01036)
Mr Gray considers that he meets the criteria for a section 11 injury benefit award. However, CSP, has declined his application for such an award. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of …
Marley 1986 Pension Scheme (P00173)
Mr Rushton believes that he is entitled to an incapacity pension. The Trustees have rejected his application. 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, som …
The Mitsubishi Bank Pension & Life Assurance Fund (P00304)
Mr Haggard complains of maladministration by the Trustees in that: The Trustees admitted maladministration but are not prepared to recognise the financial loss he has suffered in consequence; The Trustees sent out …
Winterhur SIPPs 6705573, 6705575 and 6705572 (P01164)
Mr Jackson and Mr and Mrs Nichol-Smith each set up Self Invested Personal Pension Plans (SIPPs) in 1999. The SIPPs were partly invested in a property which they thought had been purchased jointly. Mr Jackson’s share of the property wa …
Teachers’ Pension Scheme – Prudential AVC Facility (P01345)
Mrs Martin complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added year …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00100)
Ms Iles complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Ms Iles also alleges that the sales representative did not inform her that she could purchase past added years (P …
Talisman Personal Pension Plan (N00211)
Mr Forman says that Scottish Life’s unwillingness and/or inability to provide correct information in a timely manner caused delay in his purchasing the Official Receiver’s interest in the Policy and being able …
The Selkirk Pension Plan (N00788)
Mr Kirby complains that SBJ, the Trustees and BBN have constantly frustrated his attempts to transfer his pension. He says they failed …
Principle Civil Service Pension Scheme (Northern Ireland) (N00888)
Mr Best says that due to delay on the part of CSP his annuity with Norwich Union is less than it would have been. CSP admit delay but deny that it caused Mr Best the financial loss he claims. Some of the issues before me might be seen as complaints of maladministration while …
Lincoln Personal Pension Plans 889-796633-54, 890-796633-65, 895-796633-15, 163-308872-44 and 162-483316-04 (P00279)
Mr Fraser has complained that it took 15 months to complete the transfer of his five policies from Lincoln to Legal & General, during which time the value o …
Teachers’ Pension Scheme – Prudential AVC Facility (P00714 & P00723)
Mr and Mrs Haslock complain that Prudential’s sales representative improperly persuaded them to pay additional voluntary contributions (AVCs) to Prudential. Mr and Mrs Haslock state that the sales representative told them that past added years (PAY) in the T …
Teachers’ Pension Scheme – Prudential AVC Facility (P00717)
Mrs Granville complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Granville states that the sales representative said that purchasing past added years (PAY) in the Teachers’ Pe …