Scottish Equitable Stakeholder Pension (PO-15726)
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).
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DownloadRelated decisions
- Lindab Limited Group Stakeholder Pension Plan (CAS-82642-K3R2)Complainant: Mrs YRespondent: Royal LondonOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-82642-K3R2Date:
- Ford Hourly Paid Contributory Pension Fund (CAS-88424-G5R6)Complainant: Mr ERespondent: The Trustees of Ford Hourly Paid Contributory Pension Fund
Mercer
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-88424-G5R6Date: