Communication Managers’ Association Retirement Benefits Scheme (PO-17462)
Complainant: Ms N
Complaint Topic: Transfers: general
Ref: PO-17462
Outcome: Upheld
Respondent: 1. AEEU Pensions Trustee Limited
2. Phoenix Life Assurance Limited
2. Phoenix Life Assurance Limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Complaint Summary
Ms N’s complaint against APTL and Phoenix Life concerns the decision to refuse a transfer of her pension.
Summary of the Ombudsman’s Determination and reasons
The complaint is upheld against Phoenix Life because it is ultimately responsible for Ms N being denied the opportunity to transfer.
View determination
DownloadRelated decisions
- Fidelity FundsNetwork Pension (CAS-80719-C0S5)Complainant: Mrs WRespondent: Fidelity InternationalOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-80719-C0S5Date:
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