NatWest Group Pension Fund (formerly Royal Bank of Scotland Group Pension Fund), RBS International Pension Trust (CAS-26259-T7M6)

Complainant: Mr R

Complaint Topic: Transfers: general

Ref: CAS-26259-T7M6

Outcome: Not upheld

Appeal outcome: None

Respondent: NatWest Pension Trustees Limited
Willis Towers Watson

Type: Pension complaint or dispute

Date: 13 August 2021

Appeal: No

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

Mr R is unhappy because his benefits from the Fund were not transferred into the IPT when he became a localised employee in 2009.
Mr R believes his benefits would be worth more under the IPT, and so he has suffered a financial loss.
Mr R also complains that the Trustee and WTW have communicated poorly with him throughout the complaint process.

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