We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Calberto Limited Pension Plan (48784/3)

Complainant: Mr A Grievson
Complaint Topic: Transfers: general
Ref: 48784/3
Outcome: Not upheld
Appeal outcome: Upheld/remitted
Respondent: Mr N Grievson Calberto Ltd (the Employer) Brewin Dolphin.
Type: Pension complaint or dispute
Date:
Appeal: Yes

Mr A Grievson has complained against Mr N Grievson as a trustee of the Scheme, Calberto Ltd, as principal employer of the Scheme and Brewin Dolphin as administrators of the Scheme. He complains that: the transfer valuation process has been unfairly prejudicial; and t …

View determination

Download

Related decisions

  • SCA UK Pension Plan (CAS-83019-G2S0)
    Complainant: Mrs N
    Respondent: SCA Pension Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-83019-G2S0
    Date:
  • LifeSight Master Trust (CAS-54811-N0H7)
    Complainant: Mr X
    Respondent: Trustee of the LifeSight Master Trust,
    Willis Towers Watson
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-54811-N0H7
    Date:
View all decisions