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Old British Steel Pension Scheme (PO-17669)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: PO-17669
Outcome: Not upheld
Appeal outcome: None
Respondent: B.S. Pension Fund Trustee Limited
Open Trustees Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by the Trustee

Complaint summary

Mr R has complained that the Trustee did not provide details of the Cash Equivalent Transfer Value (CETV) calculation basis used for the CETV quotation he received in October 2016. As a result, he claims he was unable to make an informed decision.

View determination

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