Rettig UK Pension Scheme (PO-19073)
Mr A has complained that when a pension sharing order on divorce was made against him, KPMG transferred too much money from the Scheme to the pension arrangement of Mrs A, his ex-wife.
Summary of the Ombudsman’s Determination and reasons
The complaint should be upheld against KPMG because it transferred too much money from the Scheme to Mrs A’s pension arrangement, causing Mr A financial loss. In addition, he incurred legal costs that would not otherwise have been incurred, and should be compensated for those costs. Lastly, an award should be made to Mr A for the significant distress and inconvenience that KPMG has caused him.
- ICI Pension Fund (CAS-12873-V7D4)Complainant: Mr HRespondent: The Trustee of the ICI Pension Fund
Willis Towers Watson
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-12873-V7D4Date:
- NatWest Group Pension Fund (CAS-57256-T1V5)Complainant: Mr NRespondent: NatWest Pension Trustee Ltd
Willis Towers WatsonOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-57256-T1V5Date: