The Pensions Advisory Service definition

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Pension disputes—avenues available to scheme members

THIS PRACTICE NOTE APPLIES IN RELATION TO OCCUPATIONAL AND PERSONAL PENSION SCHEMESDisputes in relation to a pension schemes can take various forms. Depending on the type of scheme in question and the relevant facts, they can be potentially pursued through a number of different avenues. This Practice Note focuses on disputes that may be brought by aggrieved members in respect of pension rights under occupational or personal pension schemes.Disputes relating to occupational pension schemesAn employee (or former employee) with a complaint relating to their pension rights under a trust-based occupational pension scheme acquired during the course of employment may (depending on the particular facts of their claim) have two principal avenues through which they can pursue their claim:•make a written complaint against their employer—this is possible if the pension claim in question can be shown to relate to contractual rights under their contract of employment•make a written complaint against the scheme trustees (and potentially again, the employer) insofar as the claim can be shown to arise under rights the individual...

Making a complaint to the Pensions Ombudsman—what is involved?

Making a complaint to the Pensions Ombudsman—what is involved? Since the transfer of The Pensions Advisory Service (TPAS)’s dispute resolution service to the Pensions ombudsman on 19 March 2018, the Pensions Ombudsman offers two types of dispute resolution service: • an informal resolution service led by the Pensions Ombudsman’s Resolution Team (for further information on which, see Resolution Team, below), and • its normal adjudication service Unless stated otherwise, this Practice Note focuses on the adjudication service of the Pensions Ombudsman. More specifically, it looks at the process involved before, during and after a complaint to the Pensions Ombudsman under its adjudication service and an investigation by the Pensions Ombudsman. We have reported on key Pensions Ombudsman determinations resulting from the adjudication service. For further information, see: Pensions Ombudsman determination tracker. Legal framework for making complaints to the Pensions Ombudsman As a creature of statute, the office of the Pensions Ombudsman is created and governed by sections 145 to 152 of the Pension Schemes Act 1993...

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Precedent Defined Benefit (DB) Transfer Form

Precedent Defined Benefit (DB) Transfer Form [ ] PENSION SCHEME REQUEST FOR TRANSFER OF BENEFITS Name:_______________________________________ Date of Birth: __________________________________ Membership Number:___________________________ National Insurance Number: _____________________ Company Name: ______________________________ Address:______________________________________ Date of Joining the Scheme: _______________________ Date of Leaving: ________________________________ To the Trustees of the [ ] Pension Scheme (the ‘Scheme’). I hold benefits in the Scheme and I wish to apply to transfer the value of those benefits from the Scheme as set out below. This includes any benefits which would be payable from the Scheme to my dependants or beneficiaries in the event of my death. I confirm that I have received a statement of entitlement in respect of my benefits in the Scheme which shows the cash equivalent transfer value (CETV) of my benefits as at my guarantee date. I wish to transfer my benefits to the following Receiving Arrangement(s): Name of Receiving Arrangement:___________________________________ Address of Receiving Arrangement:___________________________________ HMRC Registration Number:_______________________________________ DECLARATIONS Decision to transfer out • The decision I have made to...