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GE Life Compulsory Purchase Annuity, No. 368787 (M00982)

Mr Calford complains that GE Life delayed processing his application for a compulsory purchase annuity to be bought from the proceeds of another pension arrangement. As a result of the delay, the amount available to purchase the annuity reduced by £1,788. Mr Calford claims that he h …

Allied Underwriting Agencies Ltd Executive Retirement & Death Benefit Scheme (M01068)

Mr Porter has alleged injustice, including financial loss, as a consequence of Scottish Equitable failing to deal promptly with his instructions to switch the investment of his individual pension account. Some of the issues before me mig …

The NHS Injury Benefits Scheme (N00094)

Mrs Webb was denied Permanent Injury Benefits under the Scheme. She claims that as a result of an injury sustained at work, she is now unable to work. Whilst both parties agree that she satisfies the first of two criteria in that she has suffered an injury which is wholly or mainly as a …

Pension Plan PC1059250Z (N00099)

Mr Rawlings contends that when he applied to take his benefits from Sun Life Financial he should have been offered a greater tax free cash sum and it was not made sufficiently clear that the escalation choice he made would result in a reduction to the pension quoted by …

The Principal Civil Service Pension Scheme (N00750)

Mrs Bowen asserts that the MoD and CSP did not consider her claim for an injury benefit properly and, in particular, would not accept the opinion of her specialist over that of their own advisers. Some of the iss …

Teachers’ Pension Scheme – Prudential Additional Voluntary Contribution Facility (N01026)

Mrs Vernon complains that Prudential’s sales representative advised her that the option of purchasing past added years (PAY) in the Teachers’ Pension Scheme was not available to her and that she should pay additional voluntary contributi …

Local Goverment Additional Voluntary Contribution Scheme (N01047)

Mr Labrom complains that Prudential’s sales representatives improperly persuaded him to pay additional voluntary contributions (AVCs) Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fac …

Teachers’ Pension Scheme – Prudential AVC facility (P00097)

Mrs White complains that she was improperly persuaded to pay additional voluntary contributions (AVCs) to Prudential. 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 …

Albright & Wilson Pension Fund (the Fund) (M00768)

Mr Goldsworthy says that the Trustee has acted improperly in not awarding him a higher rate ill health pension. 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 both …

The Armed Forces Pension Scheme (AFPS) (N00024)

Mr Agnew applied for the early payment of his deferred benefits under the Armed Forces Pension Scheme in 1995, following ill health retirement from the Fire Service. He was turned down on that occasion but, when he re-applied in 2000, early payment was agreed.

The Industry Wide Coal Staff Superannuation Scheme (IWCSSS) (N00178)

Mr F was awarded an ill health pension in 1999, backdated to September 1998. In 2002 the Trustees notified Mr F that, following a High Court ruling in December 2001, they would be stopping his pension. The Trustees said that Mr F’s pens …

The Saffil Pension Scheme (N00227)

Mr Curzon is of the opinion that his application for ill health retirement has been unreasonably declined. 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 both.

Local Government Pension Scheme (N00321)

Mr Derry elected to receive early payment of his pension benefits. His election is ineffective without the consent of the Council, as his former employer. Mr Derry challenges the Council’s refusal to consent. Some of the issues before me might be seen as complaints of maladministration …

Humberts Pension and Lfe Assurance Scheme (L00450)

Humberts complain that their agent, Professional Assurance Services Limited (PASL” was given an incorrect transfer value by Britannia for Mrs S M Watton, an employee of Humberts, w …

3D Digital Design & Development – Friends Provident Scheme (N01259)

Mrs Mills and Mr Mills are complaining on behalf of the estate of Dr A Mills. They argue that the Trustee of the Scheme has failed to provide death benefits to the estate as required by the Trust Deed an …

The Ian Stewart Casuals Ltd Executive Pension Plan (L00368)

The Applicants in their capacities as beneficiaries of the Plan allege that delays by Scottish Life in converting the Plan to a Small Self-administe …