Sun Life Financial of Canada plan number 490-193326-25 (CAS-29595-J8R4)
I do not uphold Mr Y’s complaint and no further action is required by SLOC.
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).
- The Focus Administration Pension Scheme (CAS-27569-X0V0 & CAS-73885-Q6V9)Complainant: Mr M & Mr YRespondent: Punter Southall Governance Services (Punter Southall)
Brambles Administration Limited (Brambles)
Mr Simon Kim Williams (the Original Trustee)Outcome: UpheldComplaint Topic: Pension liberationRef: CAS-27569-X0V0 & CAS-73885-Q6V9Date:
- Legal & General Personal Pension (CAS-50391-H3V6)Complainant: Mr SRespondent: ReAssure LimitedOutcome: Not upheldComplaint Topic: Pension liberationRef: CAS-50391-H3V6Date: