David Whitehead & Sons Limited Small Self Administered Scheme (CAS-59054-Y3C4)
Rowanmoor Executive Pensions Limited and Rowanmoor Trustees Limited
Ombudsman’s Determination
Outcome
The complaint is upheld against Mr L because his actions in relation to the payment of Mrs Y’s benefits amount to breach of his fiduciary duty as a trustee.
Complaint summary
Mrs Y has complained that the Trustees of the SSAS have failed to pay her the death benefits to which she is entitled in a timely manner. In particular, Mrs Y has complained that Mr L is doing all he can to frustrate and delay the process, including failing to provide Rowanmoor with an up to date portfolio valuation.
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