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The Bloxwich Engineering LImited (1978) Retirement Benefit Scheme (N00884)
Mr Caine says he was led to believe the Trustee had exercised its discretion to allow him to take early retirement when he received a quotation of early retirement benefits in August 2002. However, after failing to obtain answers to queries for almost six months, …
The Armed Forces Pension Scheme (N00993)
Mr Dodd says that he has suffered financial loss as a result of misleading information which he was given as to the amount of the terminal grant which he would receive on retirement.
First Stop Employees Retirement Scheme (M00433)
First Stop says that Scottish Equitable failed to establish the Scheme in a timely manner and thus caused a loss of the Inland Revenue’s tax approval on the initial annual contribution of £35,000 and a delay in the tr …
Zurich Financial Services UK Pension Scheme (N00119)
Mr Williamson contends that the Trustee made an unfair distribution of his late son’s (Robert Williamson) death benefit resulting in financial loss and failed to implement the internal dispute resolution (IDR) procedure properly …
Local Government Pension Scheme (N00595)
Mr Thorburn alleges that Cambridgeshireshire misinformed him as to the correct amount of service credit which a transfer offered by the Armed Forces Pension Sch …
TUI Pension Scheme (N00730)
Mrs Ashe was nominated by her brother, Mr A K McKenzie, to receive benefits from the Scheme in the event of his death. Mr & Mrs McKenzie, as Mr McKenzie’s parents, were also potential beneficiaries. In the event, the Trustee decided to pay the lump sum death benefit, together with a d …
HPSS Superannuation Scheme (N00812)
1. Mrs Trouton alleges that her applications for an ill-health early retirement pensio …
Aida Holdings (UK) Pension Scheme (N00829)
The Trustees say that Mrs Kiel-Nootebos’ widows pension has been overpaid. Mrs Kiel-Nootebos contends, firstly, that she is entitled to payments at the level made an …
The Principal Civil Service Pension Scheme (Northern Ireland) (N00937)
Mr B says that he accepted early severance in April 2000 in the belief that his deferred benefits would be paid early if he fell ill. Initially he was refused early payment because he had received a ‘top up’ element in his redundancy package. He is now receiving re …
Analog Devices Ltd Pension Scheme (N01161)
Mr Small alleges that the Trustees failed to advise him prior to leaving Analog Devices Ltd that should he choose to defer payment of his benefits, the pension ultimately payable would not automatically be greater than the pension payable at h …
The Local Government Pension Scheme (N00872)
Mr Kingwell says that, at the time he re-joined the Local Government Pension Scheme (LGPS) in 1993, he was not advised that the regulations would restrict the amount of pension payable. He asserts th …
Local Government Pension Scheme (N00877)
Mr Simon complains that the Council, by whom he was employed, has wrongly treated his employment with them as having been terminated by mutual agreement, rather than redundancy. As a result, his pension has been reduced by approximately one third. Some of the issues befor …
The Barclays Bank UK Retirement Fund (P00087)
Mrs Richards says that she ought to have been granted an ill health early retirement pension. The Bank, her former Employer, does not agree. 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 …
The ICI Speciality Chemicals Pension Fund (P00136)
Mr Johnson had AVC’s invested with Equitable Life. In June 2002 Mr Johnson decided to transfer his AVC’s from Equitable Life to avoid potential high exit penalties that Equitable Life were introducing at the tim …
Teachers’ Pension Scheme – Prudential AVC Facility (P00333)
Dr Phillips complains that Prudential’s sales representative improperly advised him to pay additional voluntary contributions (AVCs) to Prudential. Dr Phillips states that he was not told by the sales representative that he could purchase past added years (PAY) in t …