Motorola UK Benefits Plan (PO-19486)
Complainant: Mrs H
Complaint Topic: Death benefits
Ref: PO-19486
Outcome: Not upheld
Appeal outcome: Permission refused
Respondent: The Trustee of the Motorola UK Benefits Plan
Type: Pension complaint or dispute
Date:
Appeal: Yes
Ombudsman’s Determination
Outcome
I do not uphold Mrs H’s complaint and no further action is required by the Trustee.
Complaint summary
Mrs H complains that:-
- There were delays in the Trustee dealing with Mr H’s request for an Enhanced Transfer Value (ETV) prior to his death and the Trustee failed to mention the 14-day cooling-off period for acceptance of the ETV.
- Following Mr H’s death in May 2017, the Trustee refused to allow the ETV to be completed and has offered Mrs H a spouse’s pension instead.
View determination
DownloadRelated decisions
- Local Government Pension Scheme – Nottinghamshire Pension Fund (CAS-75613-N2J8 & CAS-75612-J0N8)Complainant: Mr NN and Ms ANRespondent: Nottinghamshire County CouncilOutcome: Partly upheldComplaint Topic: Death benefitsRef: CAS-75613-N2J8 & CAS-75612-J0N8Date:
- Teachers’ Pension Scheme (CAS-31112-W5R1)Complainant: Miss KRespondent: Teachers’ PensionsOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-31112-W5R1Date: