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Scottish Housing Associations’ Pension Scheme (CAS-66581-S4T8)

Complainant: Mrs L
Complaint Topic: Death benefits
Ref: CAS-66581-S4T8
Outcome: Upheld
Respondent: Verity Trustees Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination 

Complaint Summary

Mrs L has complained that the Trustee failed to administer the trust in accordance with the Scheme rules.

Summary of the Ombudsman’s Determination and reasons

The complaint is upheld against the Trustee for:

  • Maladministration and failure to distribute the lump sum death payment in accordance with the Scheme rules at the time of the Member’s death; and 
  • Breach of equitable duty of care.

View determination

Download

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