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Old British Steel Pension Scheme (PO-19943)

Complainant: Mr E
Complaint Topic: Transfers: general
Ref: PO-19943
Outcome: Not upheld
Appeal outcome: None
Respondent: B.S. Pension Fund Trustee Limited
Open Trustees Limited
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


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

Complaint summary

Mr E has complained about the Trustee’s decision to issue his cash equivalent transfer value (CETV) quotation using the existing calculation basis at the time, even though it had decided to change this. He believes that the Trustee should have issued his CETV quotation after it had implemented the new CETV calculation basis.

View determination


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