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Caterpillar Pension Plan (PO-29164)

Complainant: Mr N
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-29164
Outcome: Not upheld
Respondent: The Trustee of the Caterpillar Pension Plan
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr N’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

Mr N’s complaint is that the Trustee failed to provide him with information about all the pension options available to him.

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