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
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.
View determination
DownloadRelated decisions
- London International Group UK Pension Scheme (CAS-65758-J8Q0)Complainant: Mrs RRespondent: Reckitt Benckiser Health Care UK Ltd
Capital Cranfield Trustees Limited
Mercer LimitedOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-65758-J8Q0Date: - Policy 0899 (CAS-45703-Z2G6)Complainant: Mrs YRespondent: Utmost Life and Pensions LimitedOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-45703-Z2G6Date: