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Aegon Flexible Pension Plan (PO-23928)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: PO-23928
Outcome: Not upheld
Respondent: Aegon
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 Aegon

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

Complaint summary

Mr R has complained that Aegon has refused to allow a transfer from the Credit Agricole Legacy Pension Scheme (the Scheme) to his Aegon FPP without financial advice being obtained even though the transfer value is below £30,000. Mr R wants Aegon to be directed to accept the transfer from the Scheme.

View determination

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