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The Tullis Russell Pension Scheme (CAS-30229-Q0Q5)

Complainant: Mr N
Complaint Topic: Transfers: general
Ref: CAS-30229-Q0Q5
Outcome: Not upheld
Appeal outcome: None
Respondent: Aon Hewitt Limited
Tullis Russell Group Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by Aon or Tullis.

Complaint summary

Mr N has complained that he received unsuitable advice from Tullis and Aon to transfer his accrued benefits in the final salary section of the Scheme to the money purchase section which has caused him a loss of overall benefits. Tullis was Mr N’s employer and Aon are the administrators of the Scheme.

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