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Complainant: Mr R
Complaint Topic: Transfers: general
Ref: CAS-79272-B1B3
Outcome: Not upheld
Respondent: Aegon UK
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no action is required by Aegon.

Complaint summary

Mr R has complained that Aegon failed to transfer his funds between his Quilter managed fund and his Aegon cash fund.  

Mr R has said that he suffered a financial loss of £450 to £500 because the fund switch did not complete.

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