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Scottish Widows Personal Pension Plan (CAS-31274-Q0V0)

Complainant: Ms I
Complaint Topic: Pension liberation
Ref: CAS-31274-Q0V0
Outcome: Not upheld
Respondent: Scottish Widows
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Ms I’s complaint and no action is required by Scottish Widows.

Complaint summary

Ms I has complained that Scottish Widows transferred her pension benefits from the Plan into the Bodmin Sticher Retirement Scheme (the Scheme) without carrying out sufficient due diligence. As a result, her pension funds have been lost. 

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