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
Trustees of the Santander (UK) Group Pension Scheme
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
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
DownloadRelated decisions
- HSBC Bank (UK) Pension Scheme (CAS-57495-Q9Q1)Complainant: Mr ARespondent: HSBC Bank Pension Trust (UK) Limited (the Trustee)
Willis Towers Watson (WTW)Outcome: UpheldComplaint Topic: Fund switchesRef: CAS-57495-Q9Q1Date: - CSM (United Kingdom) Limited Generation Group Pension Scheme (CAS-50394-V0B0)Complainant: Mr ERespondent: AvivaOutcome: Partly upheldComplaint Topic: Fund switchesRef: CAS-50394-V0B0Date: