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Hogg Robinson (1987) Pension Scheme (CAS-30511-T8M5)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: CAS-30511-T8M5
Outcome: Not upheld
Appeal outcome: None
Respondent: Respondents Hogg Robinson Pension Scheme Limited
Xafinity
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 the Trustee or Xafinity.

Complaint summary

Mr R’s complaint concerns the delays that occurred when trying to transfer his pension benefits (his benefits) away from the Scheme. He asserts that he has incurred a financial loss because of the delays, as the cash equivalent transfer value (CETV) of his benefits had reduced before the transfer was completed.

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