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
DownloadRelated decisions
- Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)Complainant: Ms DRespondent: Scottish Friendly Assurance Society LimitedOutcome: UpheldComplaint Topic: Transfers: generalRef: CAS-90770-L3S2Date:
- Aegon UK (CAS-79272-B1B3)Complainant: Mr RRespondent: Aegon UKOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-79272-B1B3Date: