BlueSky Heritage Pension Scheme (CAS-64392-H8Z8)
The Crystal Trust
I do not uphold Mr S’ complaint and no further action is required by the Scheme Administrator or the Trustee.
Mr S complained that the Scheme Administrator did not follow the correct procedure or carry out sufficient due diligence before it transferred his benefits in the Scheme to the Fanshawe Crescent 1958 Limited Small Self-Administered Scheme (the SSAS). Mr S is now unable to access his benefits in the SSAS due to the nature of its investments.
- The Focus Administration Pension Scheme (CAS-27569-X0V0 & CAS-73885-Q6V9)Complainant: Mr M & Mr YRespondent: Punter Southall Governance Services (Punter Southall)
Brambles Administration Limited (Brambles)
Mr Simon Kim Williams (the Original Trustee)Outcome: UpheldComplaint Topic: Pension liberationRef: CAS-27569-X0V0 & CAS-73885-Q6V9Date:
- Lloyds Bank Personal Pension Plan (CAS-50392-S0T8)Complainant: Mr SRespondent: Scottish Widows LimitedOutcome: Not upheldComplaint Topic: Pension liberationRef: CAS-50392-S0T8Date: