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Complainant: Mrs Y
Complaint Topic: Misquote/misinformation
Ref: PO-19232
Outcome: Not upheld
Respondent: HSBC Bank Pension Trust (UK) Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’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

Mrs Y’s complaint concerns the final value of her pension benefits in February 2016 as it differs from the retirement statement she received in September 2015. She believes that she ought to have been informed of the change in value regardless of how much the difference was.

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