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The Equitable Life Assurance Society (N00324)

Mr & Mrs Shuttleworth complained of losses resulting from delays on the part of Equitable Life in paying transfer values in respect of their three policies to their new pension provider.

Norwich Union Personal Pension (N00765)

Mr Hutchins says that NU acted with maladministration by taking an undue length of time to provide policy information, including the fund value, to his independent financial adviser (IFA) This, therefore, delayed a transfer to Prudential in accordance with his selected open market optio …

Retirement Benefits Scheme (K00686)

Mr Howard-Jones has complained that he has suffered injustice in consequence of maladministration by Equitable Life (the Society) He asserts that the Society has discriminated against him (and he believes other assured benefit policyholders) by reducing all his alloca …

Roy Bishop & Son Limited (1982) Retirement Fund (N00282)

Mr Wilson says that his transfer payment was less than the guaranteed statement of entitlement that was issued to him and that he has thereby suffered a financial loss. Some of the issues before me might be seen as complaints of maladministration while others can be …

NHS Injury Benefits Scheme (N00315)

Mrs Grimshaw believes that injuries she suffered following an accident at her work in 1998 entitle her to Permanent Injury Benefits (PIB) However, the NHSPA say that her injuries were not “wholly or mainly” attributable to her employment and, therefore, that she is not entitled to PIB.

Tom’s Confectionery Ltd (N01112)

Mr Miller is a former employee of Taveners plc (Taveners) which was purchased by the in 1992. Since his retirement Mr Miller has received monthly payments first from Taveners and since 1992 from the Respondent. Mr Miller complains that from 1 July 2003 the has ceased making these payments.

Principal Civil Service Pension Scheme (NI) (M00729)

Mr Reid has been refused a Section 11 injury benefit. His application was declined on the grounds that he was not suffering from an injury which had occurred solely because of his work. Some of the issues before me might be seen as complaints of maladministrati …

Kraft Foods Pension Scheme (N00236)

Mr Parker alleges that Kraft and the Trustees did not deal with his application for retirement from the Scheme in the following ways; Kraft did not communicate with him adequately regarding the available options in the lead-up to his reti …

NHS Pension Scheme (the Scheme) (M00824)

In September 2001 Mr Percy received retirement illustrations from the Agency.

Procter Consultancy Executive Pension Plan (N00514)

Mrs Procter says that she is receiving a reduced annuity due to maladministration on the part of Standard Life. 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 …

Stephenson Harwood Pension Scheme (L00031)

The Complainant alleges that Stephenson Harwood (SH) are in breach of contract. He states that there was an agreement between him and SH that prior to his undertaking a secondment with Stephenson …

Halliburton UK Pension Plan (M00081)

Mr Conniss queries quotations he received from the Trustees at the time he left the employment of Halliburton UK Limited (the Company) . On the basis of those quotations he decided to defer taking his pension from the Plan until his 60th birthday, ins …

Principal Civil Service Pension Scheme (M00839(2)) (M00839(2)) (M00839(2))

This matter was the subject of a determination on 1 August 2003. An appeal was made by the Cabinet Office to the High Court. Judgement was given on 12 December 2003 remitting the case to me. Some of the issues before me might be seen as complaints of maladministration while others can be s …

Legal & General Personal Pension Plan (M01055)

Mr Duffin says that Legal & General has delayed in setting up his stakeholder pension plan leading to a failure in contributions being made by him and his employer. Mr Duffin feels he should be compensated for the loss of contributions. Some of the issues before me might be see …

Teachers’ Pension Scheme (N00929)

Mrs Cowley complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) and that other sales representatives of Prudential failed to point out to her that she had been badly advised.

Albright & Wilson Pension Fund (M00721)

Mr Spedding contends that the Trustee has acted improperly in not backdating an increase in his ill health pension to the date he left employment. 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 …