The Sun Life Assurance Company of Canada 1988 UK & Irish Employee Benefits Scheme (CAS-82376-Y1H2)
Complainant: Mr L
Complaint Topic: Administration
Ref: CAS-82376-Y1H2
Outcome: Not upheld
Respondent: The Trustees of the Sun Life Assurance Company of Canada 1988 UK & Irish Employee Benefits Scheme
Hymans Roberston LLP
Hymans Roberston LLP
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr L’s complaint, and no further action is required by Hymans or the Trustees.
Complaint summary
Mr L’s complaint is that he was not provided with a Cash Equivalent Transfer Value (CETV) as part of the information issued to him ahead of him reaching age 55. Mr L states that a CETV figure was withheld and delayed, and he was forced into selecting the wrong retirement option.
Mr L also stated the annual increase of his pension had been negatively impacted by the delays he experienced during the process of selecting his retirement benefits.
View determination
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