Local Government Pension Scheme (PO-25911)
Ombudsman’s Determination
Outcome
I do not uphold Mr I’s complaint and no further action is required by the Council.
Complaint summary
Mr I’s complaint is two-fold. First, he has complained about the delays in providing him with a cash equivalent transfer value (CETV) illustration. Second, he has complained that he was unable to transfer his benefits from the Scheme, as he was within a year of his normal retirement date (NRD).
Mr I would like to proceed with the transfer based on the CETV illustration he received in July 2018.
View determination
DownloadRelated decisions
- Lindab Limited Group Stakeholder Pension Plan (CAS-82642-K3R2)Complainant: Mrs YRespondent: Royal LondonOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-82642-K3R2Date:
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Mercer
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-88424-G5R6Date: