Caterpillar Pension Plan (PO-21494)
Complainant: Mrs L
Complaint Topic: Death benefits
Ref: PO-21494
Outcome: Not upheld
Respondent: Caterpillar Pension Trust Limited (the Trustee)
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mrs L’s complaint and no further action is required by the Trustee.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mrs L’s complaint is about the payment of death benefits under the Plan of her late husband, Mr L, who passed away on 13 December 2016. She disagrees with the Trustee’s decision not to pay the death benefits to her.
View determination
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