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NOW: Pensions (CAS-88304-K8W6)

Complainant: Ms Z
Complaint Topic: Transfers: general
Ref: CAS-88304-K8W6
Outcome: Not upheld
Respondent: NOW: Pensions Ltd
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Ms Z’s complaint and no further action is required by NOW.

Complaint summary

Ms Z has complained that she was not informed of her enrolment into the Scheme. As a result, she did not have the opportunity to opt out. Ms Z said NOW’s refusal to refund her pension contributions is unlawful and the option provided, to transfer her pension to her US retirement plan, is not possible as it is not a Qualifying Recognised Overseas Pension Scheme (QROPS). 

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