Communication Managers’ Association Retirement Benefits Scheme (PO-17462)
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.
- Complainant: Ms SRespondent: 1. Mr Ian McPhail, the Trustee of the Carney Limited Retirement Benefits
Scheme (the Trustee);
2. Pension Matters Associates Ltd (Pension Matters);
3. Disruptive Tech Ltd now known as DTL (UK) Limited (DTL).Outcome: UpheldTopic: Transfers: generalRef: PO-12153Date:
LAWDC’s Pension Scheme (previously known as the Local Authorities Waste
Disposal Companies Pension Scheme) (Q00357)Complainant: Mr C J HamiltonRespondent: Capita Hartshead. LAWDC Pension Trustee Limited (The Trustee"Ref: Q00357Date: