We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

EDF Energy Generation & Supply Group of the ESPS (PO-18805)

Complainant: Mr P
Complaint Topic: Transfers: general
Ref: PO-18805
Outcome: Not upheld
Respondent: 1. The Trustees of the EDF Energy Generation and Supply Group of the ESPS
2. EDF Energy
3. Mercer plc
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr P’s complaint and no further action is required by the Trustee, the Employer or Mercer.

Complaint summary

Mr P’s complaint is that he should not have been required by the Trustee to opt-out of the Scheme, in order to request a transfer. He also says that the Trustee unreasonably delayed processing his transfer request and that this delay caused him financial loss as well as distress and inconvenience.

View determination

Download

Related decisions

  • Phoenix Life Personal Pension Plan (CAS-56595-R8D7)
    Complainant: Mr H
    Respondent: Phoenix Life Assurance Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-56595-R8D7
    Date:
  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date:
View all decisions