Allport Cargo Services Limited Retirement and Death Benefits Scheme (CAS-57117-Z8M8)

Complainant: Mr D

Complaint Topic: Transfers: general

Ref: CAS-57117-Z8M8

Outcome: Not upheld

Appeal outcome: None

Respondent: Entrust Pension Limited

Type: Pension complaint or dispute

Date: 07 March 2023

Appeal: No

I do not uphold Mr D’s complaint and no further action is required by Entrust.

Mr D complained that:-

His cash equivalent transfer value (CETV) of £236,279 calculated on 20 December 2016 by KPMG, the Scheme administrator, on behalf of Entrust, the Scheme trustee, was too low.
If he had transferred his pension rights from the Scheme in mid to late 2018 instead of on 15 February 2017, his CETV would have been significantly higher.
In January 2019, Entrust refused his request for KPMG to provide him with details of how his CETV of £236,279 had been calculated.

View determination

Download