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Schindler Group (UK) 1988 Pension Scheme (PO-23202)

Complainant: Mrs M
Complaint Topic: Misquote/misinformation
Ref: PO-23202
Outcome: Not upheld
Respondent: JLT Benefit Solutions Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mrs M successfully transferred-out her benefits held within the Scheme. During her transfer application, all members of the Scheme were sent details of a transfer enhancement exercise. Mrs M said that she did not receive this and so her transfer was completed with a non-enhanced transfer value.

Mrs M has complained that she would have delayed her transfer had she been aware of the transfer enhancement exercise. She said that the Trustee knew of the enhancement, so should have informed her of it prior to completing the transfer.

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