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Armed Forces Pension Scheme 2005 (PO-27560)

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Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by Veterans UK.

Complaint summary

Mr S has complained that his eligibility for ill health retirement benefits has not been assessed properly. He is of the view that he meets the eligibility criteria for Tier 2 benefits.

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Aegon Personal Pension Plan (PO-20134)

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Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by Aegon.

Complaint summary

Mr R has complained that Aegon was negligent when agreeing to transfer the benefits in the Plan to the Bovey Cranbrook Retirement Benefits Scheme (the Scheme).

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NEST Pension Scheme (PO-26860)

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Ombudsman’s Determination

Outcome

I do not uphold Mr U’s complaint and no further action is required by NEST.

Complaint summary

Mr U has complained that he cannot opt out of the Scheme and is unhappy with how NEST have handled his complaint.

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NHS Pension Scheme (PO-28525)

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Ombudsman’s Determination

Outcome

I do not uphold Ms E’s complaint and no further action is required by SPPA.

Complaint summary

Ms E has complained that her application for ill health retirement has been declined.

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Flexible Lamps Ltd Retirement Benefits Scheme (PO-27437)

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Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint.

Complaint summary

Mr N has complained that the Trustee provided him with incorrect information regarding his pension benefits.

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Local Government Pension Scheme (PO-26603)

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Ombudsman’s Determination

Outcome

I do not uphold Mrs N’s complaint and no further action is required by NILGOSC.

Complaint summary

Mrs N’s complaint against NILGOSC concerns its decision to award her Tier 2 ill health retirement pension (IHRP) benefits. She believes she should have been awarded Tier 1.

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Liberty SIPP (PO-21518)

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Ombudsman’s Determination

Outcome

I do not uphold Miss D’s complaint and no further action is required by Liberty.

Complaint summary

Miss D has complained that Liberty has not been pro-active in completing the sale of her investment in the SIPP resulting in her being unable to access these funds.

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Rees T. Coghlan (Norwich) Limited VIP Scheme (PO-29254)

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Ombudsman’s Determination

Outcome

I do not uphold Mrs F’s complaint and no further action is required by Phoenix Life.

Complaint summary

Mrs F, daughter of the late Mr T and a co-executrix of his estate, believes that his pension policy owes a payment to his estate, equal to approximately ten months of arrears in pension payments. However, Phoenix Life has said that the policy was set up in arrears without proportion, so no payment is due.

 

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Friends Life Personal Pension Plans (PO-21008)

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Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by Aviva.

Complaint summary

Mr N’s complaint against Aviva is that investments under the Plans were moved into cash funds in 2010 without his knowledge. As a result of this, Mr N says the Plans have not performed as well as they ought to have done.

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The Royal College of Nursing Pension Scheme (PO-25963)

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Ombudsman’s Determination

Outcome

I do not uphold Mr K’s complaint and no further action is required by RCN or TPT.

Complaint summary

Mr K complains that RCN and TPT failed to advise him of the late retirement factor (LRF) provided in the Scheme Rules as he was approaching his normal retirement age (NRA) in 2013.

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