BT Pension Scheme (PO-22993)

Complainant: Mrs S

Complaint Topic: Misquote/misinformation

Ref: PO-22993

Outcome: Not upheld

Respondent: 1. BT Pension Scheme Administration Limited
2. The Trustee of the BT Pension Scheme

Type: Pension complaint or dispute

Date: 05 February 2020

I do not uphold Mrs S’ complaint and no further action is required by BT PSA or the Trustee.

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.

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