Aegon Flexible Pension Plan (PO-23928)
Complainant: Mr R
Complaint Topic: Transfers: general
Ref: PO-23928
Outcome: Not upheld
Respondent: Aegon
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 Aegon
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr R has complained that Aegon has refused to allow a transfer from the Credit Agricole Legacy Pension Scheme (the Scheme) to his Aegon FPP without financial advice being obtained even though the transfer value is below £30,000. Mr R wants Aegon to be directed to accept the transfer from the Scheme.
View determination
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:
- Aegon UK (CAS-79272-B1B3)Complainant: Mr RRespondent: Aegon UKOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-79272-B1B3Date: