Legal & General Personal Pension Plan (PO-28256)
I do not uphold Mr R’s complaint and no further action is required by L&G.
Mr R has complained that L&G failed to carry out sufficient due diligence before transferring his benefits under the Plan to another pension scheme. He says he has suffered financial loss as a consequence, for which he should be compensated.
- Complainant: Mr D and additional applicantsRespondent: 1. Tarmac UK Pension Fund
3. The Trustee of the Tarmac UK Pension FundOutcome: Not upheldComplaint Topic: Breach of trustRef: PO-27670 and additional applicantsDate:
Henry Davison Limited Pension Scheme (PO-7292, PO-7951, PO-8118, PO-6703,
PO-12813, PO-7616, PO-8801, PO-11753, PO-11759, PO-10259, PO-12802,
PO-12801, PO-10848 & PO-10229)Complainant: Mr L & Mr S, Ms R, Mr E, Mr DY, Mrs RE, Ms T, Mr ES, Mr LE, Ms N, Mrs G, Mr
G, Mr ER, Mr RY (together the Additional Applicants)Respondent: Mr Anthony Davison and Mrs Penny Davison, as trustees of the Scheme (the
Trustees)Outcome: UpheldComplaint Topic: Breach of trustRef: PO-7292, PO-7951, PO-8118, PO-6703, PO-12813, PO-7616, PO-8801, PO-11753,
PO-11759, PO-10259, PO-12802, PO-12801, PO-10848 & PO-10229Date: