Scottish & Newcastle Pension Plan Scheme (PO-15476)
Complainant: Mr S
Complaint Topic: Transfers: general
Ref: PO-15476
Outcome: Not upheld
Respondent: Mercer Ltd
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr S’ complaint and no further action is required by Mercer.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr S has complained that Mercer should have undertaken more due diligence on the pension scheme he proposed to transfer to, the Pennines RBS Pension Scheme (the Pennines Scheme). It has since been established that the Pennines Scheme is linked to pension liberation and it appears Mr S has lost his pension.
View determination
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