The FIL UK Pension Plan (formerly the Fidelity UK Pension Plan) (PO-20917)
Plan)
Ombudsman’s Determination
Outcome
I do not uphold Mr N’s complaint and no further action is required by the Trustees.
Complaint summary
Mr N’s complaint is that the Trustees did not inform him that he had to complete two years’ pensionable service in the Plan before he would become entitled to a deferred pension. Had he known, he would have made other pension arrangements or stayed in employment until the two-year period was satisfied.
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