The Finlays Pension Fund (now the FPF Section of the John Swire & Sons
Pension Fund) (PO-14640)
Complainant: Mr H
Complaint Topic: Misquote/misinformation
Ref: PO-14640
Outcome: Not upheld
Respondent: 1. The Trustees of the Fund (the Trustees)
2. James Finlay Limited (James Finlay)
3. Hymans Robertson LLP (Hymans Robertson)
2. James Finlay Limited (James Finlay)
3. Hymans Robertson LLP (Hymans Robertson)
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr H’s complaint and no further action is required by the Trustees, James Finlay, or Hymans Robertson.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr H essentially complains that the Trustees, James Finlay, and Hymans Robertson failed to adequately inform him of the actions which he had to take within prescribed timescales to transfer the benefits available to him from the Fund to a new pension arrangement before they were lost.
View determination
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