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The Pension And Life Assurance Plan of NG Bailey (CAS-53915-F5N4)

Complainant: Mr Y
Complaint Topic: Benefits: incorrect calculation
Ref: CAS-53915-F5N4
Outcome: Not upheld
Respondent: WPS Trustee Services Limited (the Trustee)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by the Trustee.

Complaint summary

Mr Y complained that he was not informed, prior to 2019, that the early retirement factor (ERF) that was applicable to the benefits he transferred to the Plan, from another pension arrangement, would be less generous than the ERF that was applicable to the benefits he had accrued in the Plan.

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