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​Local Government Pension Scheme - ​North Yorkshire Pension Fund​ (CAS-29927-D2K7)

Complainant: ​​Mrs Y​
Complaint Topic: Pension liberation
Ref: CAS-29927-D2K7
Outcome: Not upheld
Appeal outcome: None
Respondent: North Yorkshire County Council
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’s complaint and no further action is required by the Council.  

Complaint summary

Mrs Y is represented by Hugh James (the Solicitor). Mrs Y’s complaint is that the Council transferred her Fund benefits to the Positive Retirement Potential Plan (the Plan) without carrying out sufficient due diligence. 

The complaint has arisen as the value of Mrs Y’s benefits in the Plan is unclear. Mrs Y believes that she has lost her benefits as a result of the transfer. 

View determination

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