Sun Life Financial of Canada Personal Pension Plan (PO-27901)
I do not uphold Mr Z’s complaint and no further action is required by SLOC.
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.
- Complainant: Mr ZRespondent: Standard Life Assurance Limited (Standard Life)Outcome: Not upheldTopic: Pension liberationRef: PO-27889Date:
- Complainant: Mr SRespondent: Warwick & Eaton Administrators LimitedOutcome: Not upheldTopic: Pension liberationRef: CAS-30803-J2G8Date: