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.

HBOS Final Salary Pension Scheme (CAS-78486-R9D8)

Complainant: Mrs T
Complaint Topic: Pension liberation
Ref: CAS-78486-R9D8
Outcome: Not upheld
Respondent: Lloyds Banking Group Pensions Trustees Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mrs T’s complaint, and no further action is required by the Trustee. 

Complaint summary

Mrs T has complained that the Trustee failed to carry out sufficient due diligence checks when transferring her benefits to the Bodhyfrd Road 1967 Ltd Small Self-Administered Scheme (the SSAS) in February 2015.

View determination

Download

Related decisions

  • Merlin Pension Scheme (CAS-74246-K7Q0)
    Complainant: Mr R
    Respondent: Zedra Governance Limited (the Trustee)
    Barnett Waddingham LLP (the Administrator)
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-74246-K7Q0
    Date:
  • The British Steel Pension Scheme (CAS-81940-Z2S8)
    Complainant: Mr D
    Respondent: Open Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-81940-Z2S8
    Date:
View all decisions