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Local Government Pension Scheme (PO-25911)

Complainant: Mr I
Complaint Topic: Transfers: general
Ref: PO-25911
Outcome: Not upheld
Respondent: London Borough of Sutton
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr I’s complaint and no further action is required by the Council.

Complaint summary

Mr I’s complaint is two-fold. First, he has complained about the delays in providing him with a cash equivalent transfer value (CETV) illustration. Second, he has complained that he was unable to transfer his benefits from the Scheme, as he was within a year of his normal retirement date (NRD).

Mr I would like to proceed with the transfer based on the CETV illustration he received in July 2018.

View determination

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