We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Sun Life Financial of Canada plan number 490-193326-25 (CAS-29595-J8R4)

Complainant: Mr Y
Complaint Topic: Pension liberation
Ref: CAS-29595-J8R4
Outcome: Not upheld
Appeal outcome: None
Respondent: Sun Life Financial of Canada
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by SLOC. 

Complaint summary

Mr Y complained through his then representative, The Financial Repayment Service (TFRS), that SLOC did not carry out the appropriate due diligence when transferring his pension fund from the Plan into the Henley Retirement Benefits Scheme (the Henley Scheme).

View determination

Download

Related decisions

  • HBOS Final Salary Pension Scheme (CAS-78486-R9D8)
    Complainant: Mrs T
    Respondent: Lloyds Banking Group Pensions Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-78486-R9D8
    Date:
  • Merlin Pension Scheme (CAS-74246-K7Q0)
    Complainant: Mr R
    Respondent: Zedra Governance Limited (the Trustee)
    Barnett Waddingham LLP (the Administrator)
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-74246-K7Q0
    Date:
View all decisions