Royal Mail Statutory Pension Scheme (PO-9341)
Complainant: Mr L
Complaint Topic: Transfers: general
Ref: PO-9341
Outcome: Not upheld
Respondent: Royal Mail Pensions Trustees 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 Royal Mail.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr L has complained that he missed the opportunity to transfer his benefits away from the Scheme. This is because of changes in legislation that took place on 6 April 2015, which prevented members of unfunded public sector occupational schemes from transferring their benefits to a defined contribution or flexible access pension scheme after 6 April 2015. Mr L was still able to transfer his benefits to a defined benefit scheme if he wanted to.
View determination
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