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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:

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.

 

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