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George Corderoy & Co Final Salary Pension & Assurance Scheme (M00334)
GC&Co says that L&G did not manage the Scheme properly and in particular failed to notify GC&Co that the Scheme investment vehicle was inappropriate and that the funding position of the Scheme was continuin …
Norcros Security Plan (M00438)
Mr Gardner alleges that the Trustee failed to act in the best interest of members at all times by: Allowing a surplus to arise in the Plan fund; and Failing to distribute that surplus proportionately …
Timewell Properties Ltd Retirement Benefits Scheme 60657 (M00803)
LFP alleges on behalf of Timewell that the Scheme Administrator, Clerical Medical (CM) delayed in making payments in respect of internal transfers. Followin …
ALLIED DUNBAR PERSONAL RETIREMENT PLAN (m01031)
Mr Hunt says that Mr A Day, a representative of Allied Dunbar, failed to activate a request for his pension to be paid from his policy number P01448-31-DK-001 (the “Policy” under the Plan as from 1 March 2002. Some of the issues before me might be seen as complaints of maladmin …
The Pension & Life Assurance Plan of Arjo Limited (M01149)
Mr Welch was awarded an ill health early retirement (IHER) pension from 15 May 2002. However, he is aggrieved that the pension has not been backdated to 1 February 2001. Some of th …
Teachers Pension Scheme (N00507)
Mr Tancred is aggrieved that TP and the Department have withdrawn his ill health pension saying they did not have the power to do so. He also considers that the decision they reached regarding his incapacity status was unjust. Some of the is …
SAUR Water Services Pension Scheme (N00586)
Miss Travis submits that the refusal of her Employer to grant her ill health benefits under the Scheme is perverse and she complains that the reasons for their refusal are unclear, contradictory and unjust. To put matters right she seeks payment of these benefits, and, as she puts …
Windsor Life Retirement Annuity policy 12102389 (N00670)
Mr Pride said that Windsor Life calculated his Policy transfer value on the basis of the unit price in force several weeks before payment was actually made. He claimed injustice because the unit price at the date of settlement was considerably higher. Some …
Railways Pension Scheme (N00910)
Mrs Percox believes that she is entitled to an incapacity pension. The Trustee has rejected her 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, some ma …
The Cockade Ltd Retirement Benefits Scheme (L00775)
Mr Healey complains that the value of his expected pension at retirement has fallen and that he has accordingly suffered an injustice. Some of the issues before me might b …
The Mansafe Executive Pension Plan (P00080)
Mr Martin alleged maladministration by Mrs Martin, in that she declined to sign a trust deed which would enable him to transfer his benefits out of the Plan. He said that this caused him injustice, beca …
4imprint Group Pension Scheme (formerly Benrose Corporation Pension Scheme) (M01173)
Mr Raper alleges that, following a change in the Scheme basis, he became entitled to a 5 year enhancement to his pensionable …
Grant Thornton Pension Scheme (N00097)
Mr Gibson alleges that the Administrator failed to act in …
Scottish Equitable Personal Pension Plan Number 4010128 (L00603)
Mr Al-Darab alleges that he was assured by Scottish Equitable that two single contributions made in January 2000 would not attract any penalties or deductions if they were to vest at age 60 rather than at age 65. Mr Al-Darab also alleged that he was not a …
C H Thompson Ltd 1975 Retirement Fund (M00217)
Mr Roche alleges that the pension scheme to which he contributed between 1979 and 1988 is providing an income less than he would have received had he been contributing only to the …
BICERI Limited Retirement Benefits Scheme (M00234)
Mr Abbott alleges that: The broke an undertaking not to charge fees for work carried out in the winding-up of the Scheme. The Scheme received a demutualisation windfall payment of £426,456 when Scottish Widows was taken over by Lloyds TSB. Only £73,000 has been spent o …