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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.

View determination

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