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.

Prudential Personal Pension Scheme (PO-21243)

Complainant: Mr R
Complaint Topic: Pension liberation
Ref: PO-21243
Outcome: Not upheld
Respondent: Prudential
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by Prudential.

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

Complaint summary

Mr R has complained that Prudential transferred his Scheme account to the Beausale Limited Pension Scheme (the Beausale Scheme) without carrying out sufficient due diligence.

View determination

Download

Related decisions

  • HBOS Final Salary Pension Scheme (CAS-78486-R9D8)
    Complainant: Mrs T
    Respondent: Lloyds Banking Group Pensions Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-78486-R9D8
    Date:
  • Merlin Pension Scheme (CAS-74246-K7Q0)
    Complainant: Mr R
    Respondent: Zedra Governance Limited (the Trustee)
    Barnett Waddingham LLP (the Administrator)
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-74246-K7Q0
    Date:
View all decisions