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Social Housing Pension Scheme (CAS-48914-L5F3)

Complainant: Mr N
Complaint Topic: Pension liberation
Ref: CAS-48914-L5F3
Outcome: Not upheld
Appeal outcome: None
Respondent: TPT Retirement Solutions
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 TPT. 

Complaint summary

Mr N’s complaint concerns the transfer of his benefits from the SH Scheme to the Incartus Investments Pension Scheme 2 (the Incartus Scheme). He says that TPT undertook insufficient due diligence, and he is concerned that his funds have been misappropriated. 

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