We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

BlueSky Heritage Pension Scheme (CAS-64392-H8Z8)

Complainant: Mr S
Complaint Topic: Pension liberation
Ref: CAS-64392-H8Z8
Outcome: Not upheld
Respondent: Evolve Pensions Limited
The Crystal Trust
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by the Scheme Administrator or the Trustee.

Complaint summary

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.

View determination

Download

Related decisions

  • HBOS Final Salary Pension Scheme (CAS-78486-R9D8)
    Complainant: Mrs T
    Respondent: Lloyds Banking Group Pensions Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-78486-R9D8
    Date:
  • Merlin Pension Scheme (CAS-74246-K7Q0)
    Complainant: Mr R
    Respondent: Zedra Governance Limited (the Trustee)
    Barnett Waddingham LLP (the Administrator)
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-74246-K7Q0
    Date:
View all decisions