HSBC Bank (UK) Pension Scheme (PO-23337)
Complainant: Ms R
Complaint Topic: Death benefits
Ref: PO-23337
Outcome: Not upheld
Appeal outcome: None
Respondent: HSBC Bank Pension Trust (UK) Limited (the Trustee)
Willis Towers Watson (WTW)
Willis Towers Watson (WTW)
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold the Estate’s complaint and no further action is required by the Trustee or WTW.
Complaint summary
Ms R, in her capacity as an executor of the Estate, complains that:-
· WTW, the Scheme administrator, provided poor service in relation to the payment of death benefits from the Scheme, and
· the Trustee made decisions about the payment of death benefits from the Scheme without reference to the late member’s expression of wishes (EOW) form.
View determination
DownloadRelated decisions
- Transport for London Pension Fund (CAS-101454-H6B5)Complainant: Mrs NRespondent: TfL Trustee Company LimitedOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-101454-H6B5Date:
- AJ Bell You invest Self Invested Personal Pension (CAS-64304-R5R1)Complainant: Mr TRespondent: AJ BellOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-64304-R5R1Date: