Standard Life Personal Pension Plan (PO-27889)
I do not uphold Mr Z’s complaint and no further action is required by Standard Life.
Mr Z has complained that Standard Life did little due diligence when he was approached by an unregulated adviser in 2013 and advised to transfer his pension fund from the Scheme. Mr Z is concerned that his pension fund has now been lost or misappropriated. Mr Z would like to be put back into the position he would have been in had the transfer not taken place.
- Complainant: Mr TRespondent: 1. James Hay Partnership (James Hay)
2. Phoenix Life Limited (Phoenix Life)Outcome: Partly upheldTopic: Failure to provide information/act on instructionsRef: PO-13950Date:
- Complainant: Mr Ronnie HardieRespondent: Scottish LifeOutcome: UpheldTopic: Interpretation of scheme rules/policy termsRef: PO-1347Date: