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Alliance Healthcare and Boots Retirement Savings Plan (PO-22185)

Complainant: Mr K
Complaint Topic: Fund switches
Ref: PO-22185
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General
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 L&G.

Complaint summary

Mr K has complained that he has lost investment opportunities due to problems he has experienced when requesting fund switches on L&G’s online platform (the Platform). He believes that this has resulted in a compounded loss of approximately £55,000 and has caused him distress and inconvenience.

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