Aegon Pension Plan (PO-13809)
Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-13809
Outcome: Not upheld
Respondent: Aegon
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr N’s complaint and no further action is required by Aegon
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr N has complained that Aegon failed to action his overseas transfer in a timely fashion. As a consequence, he will now likely incur a significant tax charge.
View determination
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