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Scottish Widows Executive Pension Plan (CAS-124815-S6D7)

Complainant: Ms N
Complaint Topic: Transfers: general
Ref: CAS-124815-S6D7
Outcome: Upheld
Respondent: “S” Ltd
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

The complaint is upheld because S Ltd has not presented any legal basis on which it was able to deny the transfer of Ms N’s benefits, nor has it given a reasonable explanation for the delay.

Complaint summary

Ms N has complained that S Ltd unreasonably delayed the transfer of her pension benefits, which were held in an individual policy under the Plan. Ms N said the delay caused her an investment loss and prevented her from drawing from her benefits.

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