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Brandrick Holdings Ltd 1989 RBS (CAS-39899-Z6M3)

Complainant: Mr K
Complaint Topic: Failure to provide information/act on instructions
Ref: CAS-39899-Z6M3
Outcome: Not upheld
Appeal outcome: None
Respondent: The Trustee of the Brandrick Holdings Ltd 1989 Retirement Benefits Scheme
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr K’s complaint and no further action is required by the Trustee.

Complaint summary

Mr K has complained that the trustees (the former Trustees), failed to provide him with a full list of the assets and values used to calculate his transfer value, and any assets that remained within the Scheme to which he might be entitled.

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