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McGraw-Hill (UK) Retirement Benefits Plan (1973) (PO-15802)

Complainant: Mr L
Complaint Topic: Death benefits
Ref: PO-15802
Outcome: Not upheld
Respondent: The Trustees of the McGraw-Hill (UK) Retirement Benefits Plan (1973)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr L’s complaint and no further action is required by the Trustees.

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

Complaint summary

Mr L’s complaint against the Trustees is twofold: –

  • He is unhappy that he is not entitled to the Cash Equivalent Transfer Value (CETV) that was offered to his late wife, Mrs Y, in September 2013.
  • He says that the length of time taken to process the CETV was unreasonable considering the circumstances at the time.

View determination

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