Boots Retirement Savings Plan (CAS-72621-Z0F7 and CAS-52587-G0C7)
Legal & General
I do not uphold Mr E’s complaints and no further action is required by WBA or L&G.
Mr E submitted two complaints:
- On behalf of the Estate of Mrs E, he complained that when employee contribution rates increased in the Auto-Enrolment Section (the AE Section) of the Plan in 2017, Mrs E should have been informed that she would receive higher employer contributions and obtain life assurance cover if she switched to the original Main Section (the Main Section) of the Plan.
- As Mrs E’s beneficiary, he complained that because Mrs E was not enrolled in the Main Section in 2017, he received a lower value from her pension fund, and did not receive a life assurance payout.
Mr E considered he should receive the benefits that would have been paid if Mrs E had been in the Main Section of the Plan. He also requested that a review be conducted of WBA’s pension management and communication practices.
- Nortel Networks UK Pension Plan (CAS-53728-W2L2)Complainant: Mr NRespondent: Nortel Networks UK Pension Trust LimitedOutcome: Not upheldComplaint Topic: MembershipRef: CAS-53728-W2L2Date:
- Teachers' Pension Scheme (CAS-66609-T4V5)Complainant: Mr SRespondent: Teachers' PensionsOutcome: Not upheldComplaint Topic: MembershipRef: CAS-66609-T4V5Date: