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Sun Life Financial of Canada Personal Pension Plan (PO-27901)

Complainant: Mr Z
Topic: Pension liberation
Ref: PO-27901
Outcome: Not upheld
Appeal outcome: None
Respondent: Sun Life Financial of Canada (SLOC)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr Z has complained that SLOC 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.

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