We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Barnardo Staff Pension Scheme (CAS-29905-P1P8)

Complainant: Mr E
Complaint Topic: Death benefits
Ref: CAS-29905-P1P8
Outcome: Not upheld
Appeal outcome: None
Respondent: The Trustees of the Barnardo Staff Pension Scheme
Barnardo’s
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by the Trustees and Barnardo’s.   

Complaint summary

Mr E has complained that:- 

  • Barnardo’s in-house pensions administration team (the Scheme Administrators) improperly dissuaded his wife, Mrs E, from transferring her pension rights in the Scheme to her self-invested pension plan (the SIPP) at the time of her original request to transfer in 2017. 

  • The Scheme Administrators subsequently failed to carry out the transfer after receiving Mrs E’s request for an updated statement of entitlement and cash equivalent transfer value (CETV) on 29 April 2018. 

  • If a transfer was no longer possible, it follows that the Scheme Administrators and the Trustees failed to award him a lump sum death benefit from the Scheme after Mrs E subsequently died in May 2018.

View determination

Download

Related decisions

View all decisions