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Complainant: Dr S
Complaint Topic: Transfers: general
Ref: PO-10831
Outcome: Not upheld
Respondent: NHS Business Services Authority
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Dr S’ complaint and no further action is required by NHSBSA

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Dr S has complained that NHSBSA failed to carry out his instructions to transfer his benefits out of the Scheme before the deadline of 6 April 2015, and that the information received from NHSBSA was consistently inaccurate and incomplete.

Dr S also says he has incurred professional fees in attempting to complete his transfer, and as a result of NHSBSA’s failure to act, he has now been deprived of flexibility in managing his pension.

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