McGraw-Hill (UK) Retirement Benefits Plan (1973) (PO-15802)
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
DownloadRelated decisions
- NHS Pension Scheme (CAS-48733-H1L4)Complainant: Mrs ERespondent: NHS Business Services AuthorityOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-48733-H1L4Date:
- Teachers' Pension Scheme (CAS-96915-W7Q4)Complainant: Mr RRespondent: Teachers’ PensionsOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-96915-W7Q4Date: