Complaints Form

Complaints about personal and occupational pensions v2

Please select which method you would like to use to make your application*
- Online form
- Email application form
This is a downloadable PDF file which is editable and will need to be emailed to us to process.
This will take you to the online application form which will need to be submitted for us to process

Complaints form

Step 1 of 5

Before we can process your application you must complete all relevant sections of this form and provide the information requested.

Your details
Title
First name*
Last name*
Date of birth

Day
Month
YYYY
Gender
- Male
- Female
- Unspecified
Email address*
Email address Confirm email address
Telephone number*
Alternative telephone number
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*
Will someone be representing you?
Please note that if someone is representing you in dealing with this complaint we will only correspond with them
- Yes
- No
Representative details
Representative title
Representative first name*
Representative last name*
Representative email address
Enter email address Confirm email address
Representative telephone number*
Representative address
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*

Complaints form

Step 2 of 5

Previous referrals
Has your complaint been considered by a tribunal, court or another Ombudsman?*
Please tick Yes whether the process is ongoing or concluded
- Yes
- No
Please provide details*
Include details of who it has been considered by, and any reference numbers you have been given
Have you referred your complaint to the Pensions Advisory Service?*
- Yes
- No
Can we request your papers from them?*
This will help us gather all of the information associated with your case
- Yes
- No
Please provide the reference number they gave you
Have you brought a complaint to us before?*
- Yes
- No
Please provide the reference number we gave you

Complaints form

Step 3 of 5

Your pension scheme
Enter the name of your pension scheme or personal plan*
Please provide your policy or member number

Complaints form

Step 4 of 5

Your complaint
Organisation or individual
Name of organisation or individual*
The organisation or individual you think is at fault
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*
Add an additional organisation or individual?
Your complaint can be about more than one party
- Yes
- No
Second organisation or individual
Name of organisation or individual*
The organisation or individual you think is at fault
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*
Add an additional organisation or individual?
Your complaint can be about more than one party
- Yes
- No
Third organisation or individual
Name of organisation or individual*
The organisation or individual you think is at fault
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*
Add an additional organisation or individual?
Your complaint can be about more than one party
- Yes
- No
Fourth organisation or individual
Name of organisation or individual*
The organisation or individual you think is at fault
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*
Add an additional organisation or individual?
Your complaint can be about more than one party
- Yes
- No
Fifth organisation or individual
Name of organisation or individual*
The organisation or individual you think is at fault
Find UK address
Enter postcode
Enter your address manually
Address line 1*
Address line 2
Town or city*
Postcode*
Country*
When did you first become aware of this problem?*
Approximately the month and year
Please tell us what went wrong*
Please tell us what personal or financial loss you have suffered*
How would you like the matter put right?*

Complaints form

Step 5 of 5

Review
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Personal Information Policy
Under the Data Protection Act 1998 we must comply with various duties for any personal information that we hold about you. For example we must use your information fairly, and keep it safely and securely.
What is personal information?
By “personal information”, we mean information that is about identifiable living individuals. Your complaint will include a considerable amount of information about you, such as your name, age, workplace or former workplace, and possibly your financial affairs and medical history. When we investigate your complaint you or others will probably give us additional information about you.
How we use personal information
We use this information to help us reach a decision about your complaint, and we may need to share information with any individuals or organisations that are involved in dealing with your pension. By law, we also have the power to share information about your complaint with a small number of other organisations, if we think it necessary in helping them carry out their own functions, but we will always consider this carefully before doing so.
Publishing Ombudsman decisions
We aim to carry out our work openly and transparently and for this reason we usually publish Ombudsman determinations, as well as some opinions made by our adjudicators, on our website. While our published decisions will usually have identifying personal information removed, relevant information about you will remain in order to explain what decision has been reached and why.
Declaration*
- I consent to the Pensions Ombudsman Service obtaining necessary information to deal with my complaint from other bodies, including the other parties to my complaint. I confirm that I have read and understood the personal information policy.
Confirm name*
Reference Number
Phone
This field is for validation purposes and should be left unchanged.

Complaints Form

Complaints about personal and occupational pensions v2

Complaints form

Step 1 of 5

Your details

Enter your address manually

Representative details

Representative address

Enter your address manually

Complaints form

Step 2 of 5

Previous referrals

Complaints form

Step 3 of 5

Your pension scheme

Complaints form

Step 4 of 5

Your complaint

Organisation or individual

Enter your address manually

Second organisation or individual

Enter your address manually

Third organisation or individual

Enter your address manually

Fourth organisation or individual

Enter your address manually

Fifth organisation or individual

Enter your address manually

Complaints form

Step 5 of 5

Review

Personal Information Policy

What is personal information?

How we use personal information

Publishing Ombudsman decisions