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AVIVA Personal Pension Scheme (PO-3809)

Complainant: Mrs Sharon Jerrard
Complaint Topic: Pension liberation
Ref: PO-3809
Outcome: Not upheld
Respondent: Aviva plc and relevant subsidiaries
Type: Pension complaint or dispute
Date:

Subject

Mrs Jerrard, represented by Warwick & Eaton Administrators Ltd (Warwick & Eaton), complains that Aviva refused to act on her request to transfer her benefits from the Plan to the SCCL Pension Scheme (the SCCL Scheme).

Summary of the Ombudsman’s determination and reasons

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

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