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Peel Ports Final Salary Pension Scheme (CAS-30953-N5H6)

Complainant: Estate of the late Mr E
Complaint Topic: Death benefits
Ref: CAS-30953-N5H6
Outcome: Not upheld
Appeal outcome: None
Respondent: Peel Ports Trustees Limited
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold this complaint and no further action is required by the Trustee.

Complaint summary

The Estate’s complaint against the Trustee is brought by the late Mr E’s wife, Mrs E. The complaint is that the Trustee unreasonably delayed Mr E’s application for an ill health retirement pension (IHRP). This resulted in Mrs E receiving a lower death benefit lump sum, following Mr E’s death.

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