McKinsey and Company Incorporated UK Support Staff Pension Scheme (CAS-82206-Q2H6)

Ombudsman’s Determination

Outcome

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

Complaint summary

 Ms X’s complaint was brought to The Pensions Ombudsman (TPO) by her representative, Mr N. Her primary complaint against the  Trustee is that: - 

• It did not inform her that she had the opportunity to change her investment decision, so she has not been able to make this choice and has suffered financial loss. 

• She does not agree with its assertion that she did not intend to change her investment decision and would have done so had she been informed of the opportunity to make a change.

• It has refused to provide an assurance that her investments are being safely managed. 

• The Trustee has inappropriately used Mr N’s personal data to demonstrate that Ms X would not have made any investment changes.