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Royal Bank of Scotland Group Pension Fund (PO-21579)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: PO-21579
Outcome: Not upheld
Respondent: 1. RBS Pension Trustee Limited
2. RBS Pension Services
3. Willis Towers Watson
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by the Trustee, RBSPS or WTW.

Complaint summary

Mr R complains that:-

  • As a result of the level of service provided by RBSPS in administering his request to transfer his benefits, he was not in a position to meet his Cash Equivalent Transfer Value (CETV) deadline of 10 June 2017. The revised CETV was less than the original CETV illustration, and he says he has suffered a loss of £8,081.87.
  • The eventual transfer of his benefits from the Fund was delayed by WTW.

View determination

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