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Flower & Hayes Limited Executive Pension Scheme (CAS-43647-V4X9)

Complainant: Mr R
Complaint Topic: Administration
Ref: CAS-43647-V4X9
Outcome: Not upheld
Respondent: WestBridge SSAS, formerly Union Pension Trustees Limited, trading as James Hay Partnership.
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint, and no further action is required by WestBridge.

Complaint summary

Mr R has complained that WestBridge did not facilitate the in-specie transfer of two commercial properties into the Scheme and did not communicate effectively with the Scheme’s lawyer.

Mr R said that this had delayed the overall closing of the Scheme and had resulted in him not being able to access his benefits. Mr R stated that he had needed to make other financial plans, and the process had caused him stress.

View determination

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