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KME (Works) Retirement Benefit Scheme (PO-9025)

Complainant: The estate of Mr F
Complaint Topic: Benefits: missing
Ref: PO-9025
Outcome: Not upheld
Respondent: 1. Kirkby Manufacturing & Engineering Ltd
2. the trustees of the Scheme
3. Pan Trustees Limited
4. Phoenix Life Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr F’s complaint and no further action is required by Pan Trustees and Phoenix.  The complaint is also not upheld against the former company, now no longer existing, KME, or the former Trustees (KME were also the trustees).

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

Complaint summary

The complaint against KME, the Trustees, Pan Trustees and Phoenix, brought by Mr F’s son (Mr J), on behalf of Mr F’s estate, is that they should pay the pension due to his father, in respect of Mr F’s membership of the Scheme, to the estate.

View determination

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