Communication Managers’ Association Retirement Benefits Scheme (PO-17462)
Complainant: Ms N
Complaint Topic: Transfers: general
Ref: PO-17462
Outcome: Upheld
Respondent: 1. AEEU Pensions Trustee Limited
2. Phoenix Life Assurance Limited
2. Phoenix Life Assurance Limited
Type: Pension complaint or dispute
Date:
Appeal: No
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.
View determination
DownloadRelated decisions
- Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)Complainant: Ms DRespondent: Scottish Friendly Assurance Society LimitedOutcome: UpheldComplaint Topic: Transfers: generalRef: CAS-90770-L3S2Date:
- Aegon UK (CAS-79272-B1B3)Complainant: Mr RRespondent: Aegon UKOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-79272-B1B3Date: