Franklin Templeton UK Retirement Benefits Plan (PO-17905)
Complainant: Mrs Y
Complaint Topic: Transfers: general
Ref: PO-17905
Outcome: Not upheld
Respondent: 1. Mercer Limited
2. Franklin Templeton UK Limited
2. Franklin Templeton UK Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mrs Y’s complaint and no further action is required by the Trustee or Mercer.
Complaint summary
Mrs Y has complained that the transfer value she received in March 2017, was significantly lower than the transfer value she received in March 2016.
View determination
DownloadRelated decisions
- Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)Complainant: Ms DRespondent: Scottish Friendly Assurance Society LimitedOutcome: UpheldComplaint Topic: Transfers: generalRef: CAS-90770-L3S2Date:
- Aegon UK (CAS-79272-B1B3)Complainant: Mr RRespondent: Aegon UKOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-79272-B1B3Date: