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The Wellcome Trust Pension Plan (CAS-130671-J8K3)

Complainant: Mrs R
Complaint Topic: Death benefits
Ref: CAS-130671-J8K3
Outcome: Upheld
Appeal outcome: None
Respondent: Wellcome Trust Pensions Trustee Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

The complaint should be upheld because the Trustees did not properly consider all the information available and make further enquiries where necessary when considering the distribution of death benefits from the WTPP following Mr L’s death.  

Complaint summary

The complaint should be upheld because the Trustees did not properly consider all the information available and make further enquiries where necessary when considering the distribution of death benefits from the WTPP following Mr L’s death.  

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