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Zurich Personal Pension Plan (PO-1837)

Complainant: Mrs Diane Kenyon
Complaint Topic: Pension liberation
Ref: PO-1837
Outcome: Not upheld
Respondent: Zurich Assurance Ltd
Type: Pension complaint or dispute
Date:

Subject

Mrs Kenyon complains that Zurich refused to act on her request to transfer her benefits from the Plan to the Axiom UPT Scheme.

Summary of the Ombudsman’s determination and reasons

The complaint is not upheld. Mrs Kenyon does not have a right to transfer, primarily because the Axiom UPT Scheme is not an occupational pension scheme as defined in the relevant legislation.

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