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NHS Business Services Authority (PO-12341)

Complainant: Mr O
Complaint Topic: Transfers: general
Ref: PO-12341
Outcome: Not upheld
Respondent: NHS Pension Scheme
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr O’s complaint and no further action is required by NHSBSA.

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

Complaint summary

Mr O has complained that he missed the opportunity to transfer his benefits from the Scheme. This is because of changes in legislation that took place on 6 April 2015. The changes meant that members of unfunded public sector occupational pension schemes were not allowed to transfer their benefits to a defined contribution or flexible access pension scheme. Mr O was still able to transfer his benefits to a defined benefit scheme if he wanted to.

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