The Former Dock Workers Pension Fund (PO-28609)
Complainant: Mr K
Complaint Topic: Transfers: general
Ref: PO-28609
Outcome: Not upheld
Respondent: The Fund Trustee
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr K’s complaint and no further action is required by the Trustee.
Complaint summary
Mr K is unhappy that the Trustee has refused to recalculate his cash equivalent transfer value (CETV) on the more generous calculation basis that applied prior to the Fund triggering wind-up.
View determination
DownloadRelated decisions
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date:
- (CAS-67622-R2B2)Complainant: Mr HRespondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-67622-R2B2Date: