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Trustees of the Standard Life Staff Pension Scheme (PO-16391)

Complainant: Mr Y
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-16391
Outcome: Not upheld
Respondent: Standard Life Staff Pension Scheme
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’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 Y has complained about the Trustee’s refusal to issue him with a second Cash Equivalent Transfer Value (CETV), within 12 months’ of a previous request, despite his offer to pay for it. He argues that, by the time he was offered a second CETV, the transfer value had reduced significantly.

View determination

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