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Aviva Staff Pension Scheme (PO-21961)

Complainant: Mrs R
Complaint Topic: Transfers: general
Ref: PO-21961
Outcome: Not upheld
Respondent: Trustees of the Aviva Staff Pension Schemes (the Trustees)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mrs R is complaining that she was incorrectly transferred out of the Scheme to a Section 32 Buy Out Policy (the Policy). She had originally assumed that the transfer was a compulsory buy out, but recently discovered that the original transfer form is missing the signature page.

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