Flexible Pension Plan (PO-29578)
I do not uphold Mr S’ complaint and no further action is required by Aegon.
Mr S has complained that Aegon failed to carry out sufficient due diligence before transferring his benefits under the Plan to the Optimum Retirement Benefit Plan (the Optimum Plan). Mr S is very concerned that, as a consequence, all his pension funds have been lost, and he wants to be put back into the position that he would have been in if the transfer had not been made.
- BT Pension Scheme (CAS-49791-H5B4)Complainant: Mr NRespondent: BT Pension Scheme TrusteeOutcome: Not upheldComplaint Topic: Pension liberationRef: CAS-49791-H5B4Date:
- ReAssure Number Three Personal Pension Scheme (PO-28951)Complainant: Mr RRespondent: ReAssure LimitedOutcome: Not upheldComplaint Topic: Pension liberationRef: PO-28951Date: