The Allgood Holdings Limited Pension and Life Assurance Scheme (PO-16004)
Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-16004
Outcome: Not upheld
Respondent: 1. Equiniti Limited (Equiniti)
2. The Trustees of the Allgood Holdings Limited Pension and Life Assurance
Scheme (The Trustees)
2. The Trustees of the Allgood Holdings Limited Pension and Life Assurance
Scheme (The Trustees)
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 Equiniti or the Trustees.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr N is complaining about the Trustees’ delay in producing a Cash Equivalent Transfer Value (CETV) following his request in April 2016. He believes the CETV should have been produced before the Trustees adopted a revised method of calculating CETVs.
View determination
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