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Sears Retail Pension Scheme (PO-26402)

Complainant: Mrs A
Complaint Topic: Transfers: general
Ref: PO-26402
Outcome: Partly upheld
Respondent: 1. Trustees of the Sears Retail Pension Scheme
2. Capita Employee Solutions
Type: Pension complaint or dispute

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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