We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

BP Pension Fund (CAS-52248-V9M5)

Complainant: Mr T
Complaint Topic: Failure to provide information/act on instructions
Ref: CAS-52248-V9M5
Outcome: Partly upheld
Respondent: BP Pension Trustees Limited (the Trustee)
BP UK Pensions & Benefits (the Administrator)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr T’s complaint against the Trustee and the Administrator is partly upheld. To put matters right, the Trustee shall pay £1,000 to Mr T.

Complaint summary

Mr T complained that the Scheme recorded incorrect information about his lifetime allowance (LTA) position, and this delayed his request for a guaranteed cash equivalent transfer value (CETV).

Mr T said his final CETV was lower than it would have been if the record of his LTA had been correct. He said it also caused a delay in the administration of his transfer, which led to an investment loss.

View determination

Download

Related decisions

  • Cobham Pension Plan (CAS-95920-X3H4)
    Complainant: Mr E
    Respondent: The Trustees of the Cobham Pension Plan
    Outcome: Not upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-95920-X3H4
    Date:
  • NHS Pension Scheme (CAS-60994-H2H2)
    Complainant: Dr S
    Respondent: NHS Business Services Authority
    Outcome: Upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-60994-H2H2
    Date:
View all decisions