Bryt Pension Scheme (PO-11995)
Complainant: Mr D
Complaint Topic: Misquote/misinformation
Ref: PO-11995
Outcome: Not upheld
Respondent: 1. Clifton Asset Management Ltd (Clifton)
2. Morgan Lloyd Trustees Limited (Morgan Lloyd)
2. Morgan Lloyd Trustees Limited (Morgan Lloyd)
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr D’s complaint and no further action is required by Clifton or Morgan Lloyd.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr D has complained about the information received from Clifton in respect of the assets held within the Scheme and Morgan Lloyd’s decision to accept the assets.
View determination
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