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Armed Forces Pension Scheme (CAS-63400-N0T9)

Complainant: Mr R
Complaint Topic: Pension liberation
Ref: CAS-63400-N0T9
Outcome: Not upheld
Respondent: Veterans UK
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint, and no further action is required by Veterans UK. 

Complaint summary

Mr R has complained that Veterans UK failed to conduct adequate checks or enquiries before transferring his pension to the Shearwater Pension Plan (the Plan) which is managed by Marlborough Pension Trustees Limited (Marlborough Trustees). 

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