Credit Suisse Group (UK) Pension Fund (CAS-87507-L4G3)

Ombudsman’s Determination

Outcome

I uphold part, but not all, of this complaint. To put matters right for the part of the complaint that I uphold, the Trustee shall pay Mr R £500 in recognition of the significant distress and inconvenience caused.

Complaint summary

Mr R complained that the Trustee failed to pay him the correct death benefits following the death of his wife, Mrs R. Mr R is represented by Mrs S. Mrs S said that Mrs R made clear her wishes, but the Trustee ignored them in determining the split of the death benefits due. Mrs S also contended that the Trustee was aware of Mrs R’s terminal illness so should have made a Serious Ill Health Lump Sum (SIHLS) payment.