Ombudsman’s Determination

Outcome

Mr Thomson disagrees with the way his retirement benefits have been calculated. In particular, Mr Thomson asserts that: the reason for his retirement was the deterioration in his health; the pension he received was inf …

Abbey charged a fee of £206.30 (2.5% of the fund’s transfer value) when Mr Higman opted to move the balance of his fund to Legal and General Group plc (Legal and General) using the Open Market Option (OMO) Mr Higman claims that Abbey is not entitled to charge for using this option and even i …

Mrs Irwin has complained that, in his role as Scheme trustee, Mr McKeever has behaved unreasonably, been obstructive and charged excessive fees. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mr McKeever because in some respects his actions we …

complaint is that Scottish Life applied a penalty on the transfer out of th …

Mr King complains that Standard Life made improper deductions from his self invested personal pension plan, and he objects to charges in respect of funded initial commission. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against Standard Life as …

Rev McCabe complains that excessive charges have been unreasonably applied to his pension policy with AEGON (previously Scottish Equitable) The Pensions Ombudsman’s determination and short reasons The complaint should be upheld in part only against AEGON. The charges were correctly levied. B …

Mr Hathaway has complained that he has been ordered to pay the full costs (amounting to £7,130) of his appeal against the decision not to award him an injury benefit. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Metropolitan Police Authority because they …

Mr Willeringhaus’ complaint centres on the level of charges that Aegon are levying, which he believes are incorrect and contrary to the policy terms. The Deputy Pensions Ombudsman’s determination and short reasons The complaint against the majority of the …

Complaint summary

Mr Jeffery complains that Friends Life (incorporating AXA Sun Life):