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Friends Life Number 3 Stakeholder Pension Scheme (PO-3358)

Complainant: Mr Peter Trebilcock
Complaint Topic: Transfers: general
Ref: PO-3358
Outcome: Upheld
Respondent: Friends Life
Type: Pension complaint or dispute
Date:

Subject

Mr Trebilcock complains that Friends Life have refused to allow him to transfer from another scheme into what they describe as the Milestones Plan.

The Pensions Ombudsman’s determination and short reasons

The complaint should be upheld against Friends Life because the Terms and Conditions of the Scheme are contractual and state that he can make a transfer payment from another scheme at any time and there is no reason that the transfer in should be separated out from his existing membership of the Scheme.

View determination

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