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Scottish Widows (PO-12705)

Complainant: Mr D
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-12705
Outcome: Not upheld
Respondent: Scottish Widows Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr D’s complaint and no further action is required by Scottish Widows.

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

Complaint summary

Mr D has complained that Scottish Widows failed to complete the transfer of his pension policies in an efficient and timely fashion. He also believes Scottish Widows has broken its own “Conflicts Policy” by referring him to one of its “Direct Sales team”.

View determination

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