Liberata Pension Plan (PO-13828)
Complainant: Mr K
Complaint Topic: Transfers: general
Ref: PO-13828
Outcome: Not upheld
Respondent: Liberata UK Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr K’s complaint and no further action is required by Liberata.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr K says Liberata should have given him the option to transfer out the Contributions Equivalent Premium (CEP) of £1,010 that was paid to HM Revenue & Customs (HMRC) in May 2017, in respect of his membership in the Scheme. Mr K says he missed out on the opportunity to invest the CEP and to benefit from any investment growth.
View determination
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