We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

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.

 

View determination

Download

Related decisions

  • NHS Pension Scheme (CAS-48733-H1L4)
    Complainant: Mrs E
    Respondent: NHS Business Services Authority
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-48733-H1L4
    Date:
  • Teachers' Pension Scheme (CAS-96915-W7Q4)
    Complainant: Mr R
    Respondent: Teachers’ Pensions
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-96915-W7Q4
    Date:
View all decisions