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​Prudential Company Pension Transfer Plan (CAS-65473-Z3J9)

Complainant: Mr Z
Complaint Topic: Other
Ref: CAS-65473-Z3J9
Outcome: Not upheld
Appeal outcome: None
Respondent: Prudential​ Assurance Company Ltd
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mr Z’s complaint and no further action is required by ​Prudential.​  

Complaint summary

Mr Z complained that Prudential switched his pension fund into a cash fund a month before his normal retirement date (NRD).  

Mr Z said he had just made new investment choices and he had expected that these new investments would continue beyond his NRD until he decided to claim his pension. 

View determination


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