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Old Mutual Directors Retirement Plan (PO-19178)

Complainant: Mrs F
Complaint Topic: Death benefits
Ref: PO-19178
Outcome: Not upheld
Respondent: Old Mutual Wealth (OMW) on behalf of Old Mutual Wealth Pension Trustee
Limited (The Trustee)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs F’s complaint and no further action is required by OMW.

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

Complaint summary

Mrs F is unhappy with the Trustee’s decision in relation to the distribution of the late Mr F’s lump sum death benefits under the Plan.

View determination

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