Optimum Internal Pension Plan (PO-3658)
Complainant: Mr Philippe Pollet
Complaint Topic: Transfers: general
Ref: PO-3658
Outcome: Upheld
Respondent: Optimum Capital Ltd
Type: Pension complaint or dispute
Date:
Complaint summary
Mr Pollet has complained that OCL have failed to process his transfer request which has caused him a financial loss.
Summary of the Ombudsman’s determination and reasons
The complaint should be upheld against OCL because they should have made the transfer in reasonable time after Legal and General returned the completed discharge form.
View determination
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