Legal & General Stakeholder Pension Plan (PO-8550)
Legal & General Assurance Society
Ombudsman’s Determination
Outcome
Ms R’s complaint is upheld and to put matters right both AJ Bell and L&G should compensate Mrs R for any financial loss caused by the transfer delay.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mrs R is complaining that she has suffered financial loss as a consequence of delays on the part of L&G and AJ Bell in transferring her Plan benefits to TD Direct SIPP (the SIPP).
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DownloadRelated decisions
- Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)Complainant: Ms DRespondent: Scottish Friendly Assurance Society LimitedOutcome: UpheldComplaint Topic: Transfers: generalRef: CAS-90770-L3S2Date:
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