Prudential Personal Pension Scheme (PO-11250)
Ombudsman’s Determination
Outcome
I do not uphold Mr L’s complaint and no further action is required by Prudential.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr L’s complaint against Prudential is that it incorrectly transferred £15,168.28 from three funds in the Personal Pension, to a Self Invested Personal Pension (SIPP) with Hargreaves Lansdown (HL), rather than taking the whole amount from the cash fund in the Personal Pension, as he had intended.
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DownloadRelated decisions
- HBOS Final Salary Pension Scheme (CAS-77463-Q7D3)Complainant: Mrs IRespondent: Willis Towers Watson (the Administrator)Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-77463-Q7D3Date:
- 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: