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Debenhams Pension Savings Plan​​ (CAS-43847-P7M0)

Complainant: Mr H
Complaint Topic: Pension liberation
Ref: CAS-43847-P7M0
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General Assurance Society Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr H’s complaint and no further action is required by L&G. 

Complaint summary

Mr H has complained that L&G did not carry out adequate due diligence when it processed and accepted his request to transfer to the Focusplay Retirement Benefits Scheme (the Receiving Scheme). He claims that had L&G done so, it would have stopped the transfer from proceeding and he would not have lost his pension funds. So, he would like L&G to restore the value of the fund or make an award, in recognition of its error. 

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