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Northern Food Pension Scheme (PO-11136)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: PO-11136
Outcome: Not upheld
Respondent: Northern Foods Trustees Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by the Trustee.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr R has complained that, following his application, the Trustee transferred his pension to Capita Oak Pension Scheme (the Capita Oak Scheme) without performing adequate checks on the receiving scheme and the pension monies have now been lost.

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