DIS Recruitment Individual Executive Pension Plan (PO-13596)
Complainant: The Estate of Mrs E
Complaint Topic: Membership
Ref: PO-13596
Outcome: Upheld
Respondent: The Trustee of DIS Recruitment Individual Executive Pension Plan
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Complaint summary
The Estate has complained that the Plan benefits have been withheld by the Trustee since Mrs E applied for them in 2011.
Summary of the Ombudsman’s decision and reasons
The complaint should be upheld against the Trustee, as there was no legal basis upon which the Plan benefits ought to have been withheld.
View determination
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