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Pennines Retirement Benefits Scheme (PO-22943)

Complainant: Mr S
Complaint Topic: Administration
Ref: PO-22943
Outcome: Not upheld
Respondent: Dalriada Trustees Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr S’s complaint and no further action is required by Dalriada.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr S’s complaint is about Dalriada’s management of the Scheme. He complains about the length of time its investigations are taking, the legal fees being deducted from the Scheme, not being given correct or up to date information and decisions being made by Dalriada without his authority.

View determination

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