Citi (UK) Pension Plan (CAS-76611-W2C4)
Willis Towers Watson (the Administrator)
Ombudsman’s Determination
Outcome
I do not uphold Mr O’s complaint and no action is required by the Trustee or the Administrator.
Complaint summary
Mr O has complained about the time it took the Administrator to transfer his pension funds from the Plan into his chosen Self Invested Personal Pension (SIPP), with Fidelity.
Mr O has claimed that he suffered a substantial financial loss due to delays, and he wants the Administrator to put him back in the financial position he would have been in had the delays not occurred.
View determination
DownloadRelated decisions
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date:
- (CAS-67622-R2B2)Complainant: Mr HRespondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-67622-R2B2Date: