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Mercer Master Trust (CAS-87570-Y2F2)

Complainant: Mr O
Complaint Topic: Administration
Ref: CAS-87570-Y2F2
Outcome: Not upheld
Respondent: Mercer Limited (the Trustee)
Scottish Widows Limited (Scottish Widows)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr O’s complaint and no further action is required by the Trustee or Scottish Widows. 

Complaint summary

Mr O complained that he was not informed that the Mercer Trust administrator was changing from Zurich Assurance Ltd (Zurich) to Scottish Widows.

Mr O said that he was not given the opportunity to transfer his pension or opt out before the change happened and he is unsure if he would now incur different costs.

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