M & S Pensions and Assurance Scheme (PO-4664)
Complainant: Mr Stephen Dodd
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-4664
Outcome: Upheld
Respondent: Michael Bailey
Type: Pension complaint or dispute
Date:
Complaint summary
Mr Dodd, a beneficiary as well as a trustee of the Scheme, complains that Mr Bailey refuses to provide him with any information in relation to his entitlements and the Scheme’s current position.
Summary of the Ombudsman’s determination and reasons
The complaint should be upheld against Mr Bailey because he has failed to comply with his duties as a trustee under the Scheme provisions and the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013.
View determination
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