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Lloyds Bank Pension Scheme No. 2 (PO-28862)

Complainant: Mr W
Complaint Topic: Administration
Ref: PO-28862
Outcome: Not upheld
Respondent: 1. Lloyds Banking Group Pension Trustee Limited
2. Willis Towers Watson
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr W’s complaint and no further action is required by the Trustee or WTW.

Complaint summary

Mr W’s has complained that:-

  • As a result of errors by WTW, and the poor level of service it provided, he was not in a position to transfer his benefits from the Scheme earlier.
  • The cash equivalent transfer value (CETV) he received was lower than he expected.

View determination

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