Unipart Pension Trustees Limited (PO-2363)

Subject

Mrs Green complains that in March 2000 she was improperly persuaded during a personal meeting with an independent financial adviser (IFA) appointed by Unipart (to provide general pensions information) to transfer the deferred pension benefits available to her from the Scheme, a final salary arrangement, into the Keane Ltd Group Money Purchase Scheme (the Keane Scheme).

The Pensions Ombudsman’s determination and short reasons

The complaint should not be upheld against Unipart because the evidence falls short of establishing that injustice was caused to Mrs Green as a result of any maladministration on the part of Unipart through their appointed IFA during his individual meeting with her in March 2000.