(CAS-67622-R2B2)
Complainant: Mr H
Complaint Topic: Transfers: general
Ref: CAS-67622-R2B2
Outcome: Not upheld
Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
The complaint is not upheld against the Respondents because whilst some delays arose, this was due to confirming information that was reasonably necessary and relevant, and the delays were not excessive and did not breach the statutory time limits.
Complaint summary
Mr H has complained that his request to transfer his benefits from the Scheme to his Self-Invested Personal Pension (SIPP) was delayed causing him to suffer a financial loss.
View determination
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