Prudential Personal Pension Scheme (PO-11250)
Complainant: Mr L
Complaint Topic: Transfers: general
Ref: PO-11250
Outcome: Not upheld
Respondent: Prudential Assurance Company Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr L’s complaint and no further action is required by Prudential.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr L’s complaint against Prudential is that it incorrectly transferred £15,168.28 from three funds in the Personal Pension, to a Self Invested Personal Pension (SIPP) with Hargreaves Lansdown (HL), rather than taking the whole amount from the cash fund in the Personal Pension, as he had intended.
View determination
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