BT Pension Scheme (PO-22993)
2. The Trustee of the BT Pension Scheme
Ombudsman’s Determination
Outcome
I do not uphold Mrs S’ complaint and no further action is required by BT PSA or the Trustee.
Complaint summary
Mrs S’ complaint against the Trustee and BT PSA is that:-
- The retirement options provided to her in 2014 were unclear regarding her additional voluntary contribution (AVC) fund (the Fund).
- The option to transfer the Fund is no longer available to her.
- BT PSA and the Trustee took a long time to respond to Mrs S’ complaint and the Fund has been disinvested since 2014.
View determination
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