Old British Steel Pension Scheme (PO-19943)
Open Trustees Limited
I do not uphold Mr E’s complaint and no further action is required by the Trustee.
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.
- Complainant: Ms YRespondent: AEGONOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-35871-M0Y2Date:
- Complainant: Mr MRespondent: XPS Administration LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-30891-B3Q9Date: