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Legal & General Stakeholder Pension Plan (PO-8550)

Complainant: Mrs R
Complaint Topic: Transfers: general
Ref: PO-8550
Outcome: Upheld
Respondent: AJ Bell

Legal & General Assurance Society
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Ms R’s complaint is upheld and to put matters right both AJ Bell and L&G should compensate Mrs R for any financial loss caused by the transfer delay.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs R is complaining that she has suffered financial loss as a consequence of delays on the part of L&G and AJ Bell in transferring her Plan benefits to TD Direct SIPP (the SIPP).

View determination

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