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Legal & General Employee Pension Plan (CAS-38230-D6R0)

Complainant: Mr Y
Complaint Topic: Transfers: general
Ref: CAS-38230-D6R0
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 complaint and no further action is required by Legal & General.  

Complaint summary

The complaint against Legal & General is that it transferred the shareholding held within Mr Y’s Selftrade SIPP (the SIPP), into the Plan even though he says that he did not specifically authorise this.

View determination

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