Case Summaries

Key cases affecting pension schemes are analysed in our Case Summaries. If you know the name of the case, choose the first letter on the A-Z below or use the search function.

Case Summaries

Search the Case Summaries by selecting the first letter of your case:

Mr E (CAS-55200-G3W9): Defences to recovery of overpayments (19 April 2024)

Overview TPO has partially upheld a complaint concerning an overpayment built up from 1 December 1995 to... More

Mr H (CAS-33253-W9R0): Complaint regarding discretionary bonuses (28 September 2022)

TPO did not uphold a complaint by Mr H that no discretionary bonuses had been awarded to his section of... More

Mr S (PO-14071) (re member identity due diligence)

TPO has rejected an appeal against an adjudicator’s decision, finding that a provider’s enhanced due... More

Mr T (PO – 38354) (delayed transfer led to loss of investment opportunity)

TPO has upheld a complaint against the James Hay Partnership (“James Hay”), after holding that an avoidable... More

Mr W (CAS-93568-H0D0): Transfer Regulations (23 October 2023)

Overview Mr W’s complaint that his transfer request had been unnecessarily delayed as a result of the... More