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Barclays Bank Retirement Fund (PO-18427)

Complainant: Mrs S
Complaint Topic: Misquote/misinformation
Ref: PO-18427
Outcome: Not upheld
Respondent: 1. Barclays Pension Fund Trustees (the Trustees)
2. Willis Towers Watson (the Administrator)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs S’ complaint and no further action is required by the Trustees or the Administrator.

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

Complaint summary

Mrs S’ complaint concerns the way the Administrator dealt with her late husband’s request to have his pension transferred from the Fund. Mrs S considers that its actions amounted to maladministration which resulted in her incurring a financial loss.

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