Progressive Foundries Retirement Benefits Scheme (PO-6790)
Complainant: Mrs Joan Whitehead
Complaint Topic: Death benefits
Ref: PO-6790
Outcome: Not upheld
Respondent: Mattioli Woods Trustees Limited
Type: Pension complaint or dispute
Date:
Complaint summary
Mrs Whitehead has complained that MW Trustees refuse to finalise the transfer of her late husband’s benefits following his death.
Summary of the Ombudsman’s determination and reasons
The complaint should not be upheld as the transfer was not complete at the date of the member’s death with MW Trustees being entitled to put a stop on the transfer on the member’s death.
View determination
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