Skip to main content

Santander (UK) Group Pension Scheme (CAS-32468-H7M3)

Complainant: Mr S
Complaint Topic: Fund switches
Ref: CAS-32468-H7M3
Outcome: Partly upheld
Appeal outcome: None
Respondent: JLT Benefit Solutions Ltd
Trustees of the Santander (UK) Group Pension Scheme
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


Mr S’ complaint against JLT is partly upheld. JLT shall pay Mr S £1,000 in recognition of the serious distress and inconvenience caused.

Complaint summary

Mr S has complained that JLT incorrectly confirmed that a fund switch he had instructed had been carried out. In fact, the fund he had sought to switch to had been or would be closed, with the holdings transferred to another fund.

View determination


Related decisions