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Lindab Limited Group Stakeholder Pension Plan (CAS-82642-K3R2)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’s complaint, and no action is required by Royal London.

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Ford Hourly Paid Contributory Pension Fund (CAS-88424-G5R6)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
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Date:
Appeal:

Ombudsman’s Determination

Outcome

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

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The Stream International (NI) Ltd Employee Benefits Plan (CAS-59303-Y0Z8)

Complainant:
Complaint Topic:
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Outcome:
Appeal outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

  1. The complaint should be partly upheld against Aviva and upheld against the Trustees. 

  2. The complaint is partly upheld against Aviva because: -

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ReAssure Pension (Group Stakeholder Pension Plan) (CAS-90949-P2D1)

Complainant:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I partly uphold Mr S’ complaint and ReAssure shall pay Mr S £500 for the significant distress and inconvenience he has experienced less the £200 it has already paid him. 

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GEAPS Pension Scheme (CAS-52972-R9K3)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr R’s complaint against Mercer and the Trustee is partly upheld. To put matters right, Mercer shall pay Mr R £500 in recognition of the significant distress and inconvenience he suffered. 

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TPS Benefits Scheme (CAS-95270-P0X8)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Dr H’s complaint, and no further action is required by Trustee or the Administrator.

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BNLA (Citibank) Unit Linked Executive Pension Plan (CAS-74047-R0M5)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

The complaint is upheld because K Ltd has not presented any legal basis on which it was able to deny the transfer of Ms N’s benefits, nor has it given a reasonable explanation for the delay.

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Scottish Widows Executive Pension Plan (CAS-124815-S6D7)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

The complaint is upheld because S Ltd has not presented any legal basis on which it was able to deny the transfer of Ms N’s benefits, nor has it given a reasonable explanation for the delay.

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Fidelity FundsNetwork Pension (CAS-80719-C0S5)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Mrs W’s complaint, and no further action is required by Fidelity.

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Phoenix Life Personal Pension Plan (CAS-56595-R8D7)

Complainant:
Complaint Topic:
Ref:
Outcome:
Appeal outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Mr H’s complaint, and no further action is required by Phoenix Life.

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