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).
- Grovesnor Solutions Limited Retirement Benefits Scheme (PO-24890, PO-28393, PO-28093 & PO-26158)Complainant: Mr M (Mr Y, Mr T, Mr K - the Additional Applicants)Respondent: Mr Darryl Kench, trustee of the Scheme (the Trustee)Outcome: UpheldComplaint Topic: Pension liberationRef: PO-24890 (PO-28393, PO-28093, PO-26158)Date:
- Traction Seabert & Co Ltd RBS (CAS-36358-M3K4)Complainant: Mr TRespondent: PIM Trustees LimitedOutcome: UpheldComplaint Topic: Pension liberationRef: CAS-36358-M3K4Date: