- Netwindfall Executive Pension Plan
- Mr N
- Clerical Medical
- Transfers: general
- Wed 8 Feb 2017
- Not upheld
I do not uphold Mr N’s complaint and no further action is required by Clerical Medical.
My reasons for reaching this decision are explained in more detail below.
Mr N has complained that Clerical Medical has refused to transfer the value of his Plan to the Marchar Ltd Retirement Benefits Scheme (the Marchar Scheme) and he has lost out on a large financial gain he would otherwise have attained.