Aspen UK Pension Plan (PO-12164)
Ombudsman’s Determination
Outcome
Mr S’ complaint is upheld and to put matters right Fidelity should pay compensation in recognition of the financial loss he has suffered.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr S’ complaint is that Fidelity has not transferred his benefits from the Scheme to another pension arrangement of his choice, despite him completing all of the requirements within the timeframe set by Fidelity.
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- Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)Complainant: Ms DRespondent: Scottish Friendly Assurance Society LimitedOutcome: UpheldComplaint Topic: Transfers: generalRef: CAS-90770-L3S2Date:
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