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AXA UK Group Pension Scheme (PO-20221)

Complainant: Miss S
Complaint Topic: Transfers: general
Ref: PO-20221
Outcome: Not upheld
Respondent: 1. AXA UK Pension Trustees Limited (the Trustee)
2. Capita plc (Capita)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Miss S’ complaint and no further action is required by the Trustee or Capita.

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

Complaint summary

Miss S has complained that as there was a dispute concerning the Cash Equivalent Transfer Value (CETV), she believes the Trustee should agree to honour the original figures even though the three-month guarantee period had expired.

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