Skip to main content

LF Stakeholder Pension Scheme (PO-28593)

Complainant: The Estate of Mr D
Complaint Topic: Death benefits
Ref: PO-28593
Outcome: Upheld
Respondent: Link Fund Solutions Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

The complaint is upheld and to put matters right, Link shall reconsider its decision on the distribution of the lump sum death benefit.

Complaint summary

Mrs S, in her capacity as a co-executrix of the Estate of Mr D (the Estate), has complained that Link has failed to exercise its discretion correctly in distributing the lump sum death benefit from the Scheme. Mrs S says that Mr D’s Will stipulated that any benefits due to his children should be held on trust for them until they reach age 21. She says the lump sum death benefit from the Scheme should have been paid to the Estate for the benefit of Mr D’s children.

View determination

Download

Related decisions

  • The Patrick Eddery Pension Fund (PO-24832)
    Complainant: Mr Y
    Respondent: Patrick Eddery Limited
    Barnett Waddingham LLP
    Emma Louise Owen and Frank Rawlins Jarvey, together the former trustees of the Patrick Eddery Pension Fund
    Outcome: Partly upheld
    Complaint Topic: Death benefits
    Ref: PO-24832
    Date:
  • NHS Pension Scheme (CAS-43833-N8K7)
    Complainant: Mr L
    Respondent: NHS Business Services Authority (NHS BSA)
    South Tyneside NHS Foundation Trust (the Trust)
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-43833-N8K7
    Date: