Netwindfall Executive Pension Plan (PO-5395)
Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-5395
Outcome: Not upheld
Respondent: Clerical Medical
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr N’s complaint and no further action is required by Clerical Medical.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr N has complained that Clerical Medical has refused to transfer the value of his Plan to the Marchar Ltd Retirement Benefits Scheme (the Marchar Scheme) and he has lost out on a large financial gain he would otherwise have attained.
View determination
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