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Scottish Motor Auctions Ltd Group Personal Pension Plan (PO-24554)

Complainant: Mr R
Complaint Topic: Other
Ref: PO-24554
Outcome: Not upheld
Appeal outcome: None
Respondent: Aegon (Scottish Equitable plc)
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


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.

Complaint summary

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).

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