Scottish Equitable Stakeholder Pension (PO-15726)
Complainant: Mr E
Complaint Topic: Transfers: general
Ref: PO-15726
Outcome: Not upheld
Respondent: Aegon
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr E’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 E has complained that Aegon negligently transferred the Plan into the Bardwell Heights Ltd Pension Scheme (the Bardwell Scheme).
View determination
DownloadRelated decisions
- Fidelity FundsNetwork Pension (CAS-80719-C0S5)Complainant: Mrs WRespondent: Fidelity InternationalOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-80719-C0S5Date:
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date: