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HSBC Bank (UK) Pension Scheme (CAS-79469-G9X0)

Complainant: Mr E
Complaint Topic: Transfers: general
Ref: CAS-79469-G9X0
Outcome: Not upheld
Respondent: Willis Towers Watson
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no action is required by the Administrator.

Complaint summary

Mr E has complained that:- 

  • The Administrator caused delays in the transfer of his pension funds from the Scheme into the HSBC Flexible Retirement Account (FRA) (the Arrangement). 
  • His pension funds were disinvested early, and he should be compensated for the period his funds were not invested in the Arrangement.
  • The Administrator did not fully answer or respond to his information requests. 

View determination

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