Motorola UK Benefits Plan (PO-19486)
I do not uphold Mrs H’s complaint and no further action is required by the Trustee.
Mrs H complains that:-
- There were delays in the Trustee dealing with Mr H’s request for an Enhanced Transfer Value (ETV) prior to his death and the Trustee failed to mention the 14-day cooling-off period for acceptance of the ETV.
- Following Mr H’s death in May 2017, the Trustee refused to allow the ETV to be completed and has offered Mrs H a spouse’s pension instead.
- Peel Ports Final Salary Pension Scheme (CAS-30953-N5H6)Complainant: Estate of the late Mr ERespondent: Peel Ports Trustees LimitedOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-30953-N5H6Date:
- HSC Pension Scheme (PO-15842)Complainant: The Estate of Mr NRespondent: Southern Health and Social Care Trust
HSC Pension ServiceOutcome: Not upheldComplaint Topic: Death benefitsRef: PO-15842Date: