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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).

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