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Scottish Widows Executive Personal Pension Plan (CAS-58226-R7B1)

Complainant: Miss N
Complaint Topic: Transfers: general
Ref: CAS-58226-R7B1
Outcome: Not upheld
Respondent: Scottish Widows
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Miss N’s complaint and no further action is required by Scottish Widows. 

Complaint summary

Miss N has complained that Scottish Widows would not correspond with her Independent financial adviser (the IFA) in connection with the Plan or complete a transfer request to Old Mutual Wealth Life and Pensions Ltd (Old Mutual). 

View determination


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