Scottish Motor Auctions Ltd Group Personal Pension Plan (PO-24554)
The complaint is not upheld as I am satisfied that Aegon did not breach its regulatory responsibilities at the time it transferred Mr R’s pension in accordance with his wishes.
Mr R has complained that Aegon did not carry out the appropriate due diligence when transferring his pension fund to a Small Self-Administered Scheme (SSAS) administered by Greenchurch Capital Ltd (Greenchurch).
- Legal & General Stakeholder Pension Scheme (CAS-29920-N2C8)Complainant: Mr RRespondent: Legal & GeneralOutcome: Not upheldComplaint Topic: OtherRef: CAS-29920-N2C8Date:
- NHS Pension Scheme (CAS-37294-G0Y2)Complainant: Mrs SRespondent: NHS BSAOutcome: UpheldComplaint Topic: OtherRef: CAS-37294-G0Y2Date: