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.

Legal & General Employee Pension Plan (CAS-38230-D6R0)

Complainant: Mr Y
Complaint Topic: Transfers: general
Ref: CAS-38230-D6R0
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General Assurance Society
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold complaint and no further action is required by Legal & General.  

Complaint summary

The complaint against Legal & General is that it transferred the shareholding held within Mr Y’s Selftrade SIPP (the SIPP), into the Plan even though he says that he did not specifically authorise this.

View determination

Download

Related decisions

  • SCA UK Pension Plan (CAS-83019-G2S0)
    Complainant: Mrs N
    Respondent: SCA Pension Trustees Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-83019-G2S0
    Date:
  • LifeSight Master Trust (CAS-54811-N0H7)
    Complainant: Mr X
    Respondent: Trustee of the LifeSight Master Trust,
    Willis Towers Watson
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-54811-N0H7
    Date:
View all decisions