Mercer Master Trust (CAS-87570-Y2F2)
Scottish Widows Limited (Scottish Widows)
Ombudsman’s Determination
Outcome
I do not uphold Mr O’s complaint and no further action is required by
Complaint summary
Mr O complained that he was not informed that the Mercer Trust administrator was changing from Zurich Assurance Ltd (Zurich) to Scottish Widows.
Mr O said that he was not given the opportunity to transfer his pension or opt out before the change happened and he is unsure if he would now incur different costs.
View determination
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