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Salvus Master Trust (PO-16896)

Complainant: Mr A
Complaint Topic: Transfers: general
Ref: PO-16896
Outcome: Not upheld
Respondent: The Trustees of the Scheme
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr A’s complaint and no further action is required by the Trustees.

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

Complaint summary

Mr A has complained that there were delays in transferring a personal pension plan he had with Halifax Financial Services (Halifax) to the Scheme, and that he has incurred out of pocket expenses because of the delays whilst trying to resolve the matter. He has also been subject to considerable stress over the matter.

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