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David Whitehead & Sons Limited Small Self Administered Scheme (CAS-59054-Y3C4)

Complainant: Mrs Y
Complaint Topic: Death benefits
Ref: CAS-59054-Y3C4
Outcome: Upheld
Appeal outcome: None
Respondent: Mr L
Rowanmoor Executive Pensions Limited and Rowanmoor Trustees Limited
Type: Pension complaint or dispute
Date:
Appeal: No

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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