ReAssure Number Three Personal Pension Plan (PO-20851)
Complainant: Mr L
Complaint Topic: Transfers: general
Ref: PO-20851
Outcome: Not upheld
Respondent: ReAssure Ltd (ReAssure)
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr L’s complaint and no further action is required by ReAssure.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr L has complained that ReAssure did not immediately offer the option for him to transfer to a beneficiary drawdown arrangement and that, because of the delay in agreeing and implementing it, he has suffered a financial loss.
View determination
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