Sun Life Financial of Canada Personal Pension Plan (CAS-46108-G9D1)
Complainant: Mr Y
Complaint Topic: Pension liberation
Ref: CAS-46108-G9D1
Outcome: Not upheld
Appeal outcome: None
Respondent: Sun Life Financial of Canada
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint and no further action is required by Sun Life.
Complaint summary
Mr Y complained that Sun Life, the former Plan provider, failed to carry out sufficient due diligence checks when transferring his benefits to the Tennyson Close 1957 Limited Scheme (the Scheme).
View determination
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