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Lloyds Bank Personal Pension Plan (CAS-50392-S0T8)

Complainant: Mr S
Complaint Topic: Pension liberation
Ref: CAS-50392-S0T8
Outcome: Not upheld
Respondent: Scottish Widows Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by Scottish Widows.

Complaint summary

Mr S has complained that Scottish Widows did not carry out effective due diligence when it processed his transfer request. Consequently, he would like Scottish Widows to issue an award to cover his losses.

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