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
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