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Industry-Wide Coal Staff Superannuation Scheme (PO-22689)

Complainant: Mr S
Complaint Topic: Other
Ref: PO-22689
Outcome: Not upheld
Appeal outcome: None
Respondent: The Trustee of the Industry-Wide Coal Staff Superannuation Scheme
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr S has complained about a dispute over who owns the annuity policy (the Policy) purchased with assets held within the Scheme’s Additional Voluntary Contribution (AVC) Arrangement.

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