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
Date:
Appeal: No
Ombudsman’s Determination
Outcome
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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