Sears Retail Pension Scheme (PO-26402)
2. Capita Employee Solutions
Ombudsman’s Determination
Complaint Summary
Mrs A’s complaint against the Trustees and the Administrator is about a delay providing her with a revised cash equivalent transfer value (CETV) quotation.
Summary of the Ombudsman’s Determination and reasons
The complaint should upheld against the Administrator because it took too long to provide an invoice in respect of a second CETV upon Mrs A’s request.
View determination
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Mercer
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-88424-G5R6Date: