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Motorola UK Benefits Plan (PO-19486)

Complainant: Mrs H
Complaint Topic: Death benefits
Ref: PO-19486
Outcome: Not upheld
Appeal outcome: Permission refused
Respondent: The Trustee of the Motorola UK Benefits Plan
Type: Pension complaint or dispute
Date:
Appeal: Yes

Ombudsman’s Determination

Outcome

I do not uphold Mrs H’s complaint and no further action is required by the Trustee.

Complaint summary

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.

 

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