Skip to main content

Prudential Personal Pension Scheme (PO-21243)

Complainant: Mr R
Complaint Topic: Pension liberation
Ref: PO-21243
Outcome: Not upheld
Respondent: Prudential
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr R has complained that Prudential transferred his Scheme account to the Beausale Limited Pension Scheme (the Beausale Scheme) without carrying out sufficient due diligence.

View determination

Download

Related decisions

  • Merlin Pension Scheme (CAS-74246-K7Q0)
    Complainant: Mr R
    Respondent: Zedra Governance Limited (the Trustee)
    Barnett Waddingham LLP (the Administrator)
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-74246-K7Q0
    Date:
  • The British Steel Pension Scheme (CAS-81940-Z2S8)
    Complainant: Mr D
    Respondent: Open Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Pension liberation
    Ref: CAS-81940-Z2S8
    Date: