Sun Life Financial of Canada Personal Pension Plan (PO-27901)
Complainant: Mr Z
Complaint 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.
View determination
DownloadRelated decisions
- Aegon Flexible Pension Plan (CAS-47892-V3N2)Complainant: Mrs ERespondent: Scottish Equitable plc (Aegon)Outcome: Not upheldComplaint Topic: Pension liberationRef: CAS-47892-V3N2Date:
- Legal and General Personal Pension Scheme (CAS-76635-M4T9)Complainant: Mr NRespondent: ReAssureOutcome: Not upheldComplaint Topic: Pension liberationRef: CAS-76635-M4T9Date: