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Communication Managers’ Association Retirement Benefits Scheme (PO-17462)

Complainant: Mr N
Ref: PO-17462
Outcome: Upheld
Respondent: 1. AEEU Pensions Trustee Limited
2. Phoenix Life Assurance Limited
Date:

Ombudsman’s Determination

Complaint Summary

Ms N’s complaint against APTL and Phoenix Life concerns the decision to refuse a transfer of her pension.

Summary of the Ombudsman’s Determination and reasons

The complaint is upheld against Phoenix Life because it is ultimately responsible for Ms N being denied the opportunity to transfer.

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