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HSBC Bank (UK) Pension Scheme (PO-23337)

Complainant: Ms R
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)
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.

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