Teachers’ Pension Scheme (PO-10932)

Ombudsman’s Determination

Outcome

I do not uphold Mrs H’s complaint and no further action is required by Teachers’ Pensions.

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

Complaint summary

Mrs H’s complaint about Teachers’ Pensions is that it failed to issue a transfer value quotation in time for her to submit a completed Discharge form by 5 April 2015 (the Deadline). Mrs H says she needed the funds to start a new venture after deciding on a change of career.

Mrs H says she expected the transfer to be completed before the Deadline as she made a request to transfer in sufficient time.