Trinity Retirement Benefit Scheme (PO-22064)
Ombudsman’s Determination
Outcome
I do not uphold Ms S’ complaint and no further action is required by Trustee.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Ms S has complained because she considers the Trustee failed in its duty of care to her, as it did not inform her of the reduced cash equivalent transfer value (CETV) of her ex-husband’s pension, prior to the finalisation of the pension sharing order (PSO).
View determination
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