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Legal & General Personal Pension Plan (PO-28256)

Complainant: Mr R
Complaint Topic: Breach of trust
Ref: PO-28256
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General Assurance Society
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mr R’s complaint and no further action is required by L&G.

Complaint summary

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.


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