We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Credit Suisse Group (UK) Pension Fund (PO-4358)

Complainant: Miss Christine Gibson
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-4358
Outcome: Not upheld
Respondent: 1. Credit Suisse First Boston Trustees Ltd (the Trustees)
2. Fidelity Life Insurance Limited (Fidelity)
Type: Pension complaint or dispute
Date:

Complaint summary

Miss Gibson complains that the Trustees and Fidelity failed to adequately inform her of the actions which she had to take within prescribed timescales in order to transfer the benefits   available to her from the Fund to a new pension arrangement before they were lost.

Summary of the Ombudsman’s determination and reasons

The complaint should not be upheld against the Trustees and Fidelity because I consider that the Fund literature which Miss Gibson received did set out clearly what she had to do in order to transfer her benefits.

View determination

Download

Related decisions

  • NHS Pension Scheme (CAS-60994-H2H2)
    Complainant: Dr S
    Respondent: NHS Business Services Authority
    Outcome: Upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-60994-H2H2
    Date:
  • Volkswagen Group Pension Scheme (CAS-71351-P8X2)
    Complainant: Mr N
    Respondent: Volkswagen Group Pension Scheme Trustee Limited
    Outcome: Upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-71351-P8X2
    Date:
View all decisions