We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Commando 2012 Pension Scheme (PO-22695)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: PO-22695
Outcome: Upheld
Respondent: 1. LD Administration Ltd (Liddell Dunbar)
2. The Trustee of the Commando 2012 Pension Scheme (Mr Garner)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Complaint Summary

Mr R has complained that Mr Garner and Liddell Dunbar have delayed the transfer of his pension benefits in the Scheme and that the transfer has not been made. Mr R has also claimed consequential losses as a result of the delay.

Summary of the Ombudsman’s Determination and reasons

The complaint shall be upheld against Mr Garner because he has failed to pay the transfer payment within the statutory timeframe. Furthermore, Mr R has suffered an exceptional level of distress and inconvenience due to the delay and has incurred additional expenses for which he should be reimbursed.

The complaint shall be upheld against Liddell Dunbar relating to maladministration on its part, for its failure to provide copies of annual reports or members’ annual benefit statements.

View determination

Download

Related decisions

  • Phoenix Life Personal Pension Plan (CAS-56595-R8D7)
    Complainant: Mr H
    Respondent: Phoenix Life Assurance Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-56595-R8D7
    Date:
  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date:
View all decisions