Elements Pension Scheme (PO-10030)
Complainant: Mr Y
Complaint Topic: Charges/fees
Ref: PO-10030
Outcome: Not upheld
Respondent: 1. 20- 20 Trustees Services Ltd
2.Aegon
2.Aegon
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint and no further action is required by 20- 20 and Aegon
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr Y’s complaint against 20-20 (then known as Alexander Forbes Trustee Services Limited) is about the deductions for legal fees from the Scheme’s residual funds.
Mr Y’s complaint against Aegon is for applying a discontinuance charge to the Scheme, and also against 20-20 for deducting it from the Scheme’s residual funds.
View determination
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