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Manflex Limited Retirement Benefits Scheme also known as the Manflex Limited
Executive Pension Plan (PO-7237 and PO-13749)

Complainant: Mrs L and Mr H
Complaint Topic: Death benefits
Ref: PO-7237 and PO-13749
Outcome: Upheld
Appeal outcome: Dismissed
Respondent: Mr Eric Dutton
Type: Pension complaint or dispute
Date:
Appeal: Yes

Ombudsman’s Determination

 Complaint Summary

Mrs L and Mr H have complained that Mr Dutton misappropriated benefits due from the Plan on the death of their brother Mr S.

Summary of the Ombudsman’s Determination and reasons

The complaint should be upheld against Mr Dutton because he refused to allow Mr S to transfer his preserved benefits, ignored Mr S’ wishes as well as the Plan Rules and statutory requirements, and improperly shared out Mr S’ fund between Manflex Limited and its employees.

 

 

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