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.

NHS Pension Scheme (CAS-89831-H1W8)

Complainant: Mr L
Complaint Topic: Transfers: general
Ref: CAS-89831-H1W8
Outcome: Partly upheld
Respondent: Aviva

NHS Business Services Authority
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr L’s complaint is upheld against NHS BSA, but not against Aviva. To put matters right, NHS BSA shall make good any financial loss it has caused Mr L. In addition, NHS BSA shall pay Mr L £500 for the significant distress and inconvenience it has caused him. 

Complaint summary

Mr L has complained about the delay in the transfer of his pension funds from Aviva into the Scheme. 

He has claimed that he suffered a financial loss as a result of the delay, as the transfer value which was paid in March 2022 was significantly lower than the value he had been quoted in January 2022.

View determination

Download

Related decisions

  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date:
  • Smiths Industries Pension Scheme (CAS-90329-R7N2)
    Complainant: Mr E
    Respondent: Smiths Industries Pension Trustees Limited
    Mercer Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-90329-R7N2
    Date:
View all decisions