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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.

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