The Keyhaven Trust (PO-4914)
Complainant: Mr Peter Thomas
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-4914
Outcome: Not upheld
Respondent: Legal and General Assurance Society Limited
Type: Pension complaint or dispute
Date:
Complaint summary
Mr Thomas has complained that Legal & General Trustee Services (the Pensioneer Trustee) failed in their duty as a professional trustee to provide him (as a fellow trustee and a member of the scheme) with sufficient information and guidance about transferring out of two deferred (defined benefit) occupational schemes and into the Trust (a Small Self-Administered Scheme (SSAS)).
Summary of the Ombudsman’s determination and reasons
The complaint should not be upheld against L&G because, as Pensioneer Trustee, they supplied Mr Thomas with the information he requested and they were not responsible for his decision to transfer his deferred pensions to the Trust.
View determination
DownloadRelated decisions
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