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Jacques Vert (2006) Pension Scheme (PO-21559)

Complainant: Mr H
Complaint Topic: Misquote/misinformation
Ref: PO-21559
Outcome: Not upheld
Respondent: JV (2006) Pension Fund Trustees Limited (the Trustee)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr H’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

Mr H has complained about information provided to him regarding his cash equivalent transfer value (CETV) and the fact that this was subsequently reduced following a scheme buy out. He believes that the Trustee was aware that the transfer value would reduce and that he should have been informed. Had he been, he would have transferred his benefits at an earlier point when the CETV was higher.

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