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Lloyds Bank Pension Scheme No.1 (PO-28070)

Complainant: Mr I
Complaint Topic: Transfers: general
Ref: PO-28070
Outcome: Not upheld
Respondent: Lloyds Banking Group Pension Trustees Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr I’s complaint against the Trustee is in three parts:

  • he has requested that his Scheme benefits be paid to him as a lump sum, but the Trustee has refused;
  • he has requested to transfer his Scheme benefits to another scheme, but the Trustee has refused this too; and
  • he does not want Lloyds Banking Group (the Bank) involved in any way in the management of his benefits in the Scheme.

 

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