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
Date:
Appeal: No
Ombudsman’s Determination
Outcome
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.
View determination
DownloadRelated decisions
- Optimum Retirement Benefit Plan (CAS-80110-K1M0)Complainant: Dalriada Trustees Limited (company number NI 38344) (Dalriada) and Mr ERespondent: Mr Gordon Craig (in his capacity as a trustee of the Scheme); and Mr Martin Kelly and Mr Gerard Reilly (in their capacity as former trustees of the Scheme) (the Trustees)
DalriadaOutcome: UpheldComplaint Topic: Breach of trustRef: CAS-80110-K1M0Date: - Broadband Pension Scheme (PO-21173)Complainant: Mr NRespondent: Rowanmoor Executive Pensions Limited
Rowanmoor Trustees Limited
Mrs GF-ROutcome: UpheldComplaint Topic: Breach of trustRef: PO-21173Date: