Ombudsman’s Determination

Outcome

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

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

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

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr R complains that as a consequence of delays on the part of Phoenix in transferring the pension benefits available to Mrs R, his late wife, from the Tally Limited Pension Scheme (the Scheme) to another pension arrangement:

Ombudsman’s Determination

Outcome

I do not uphold Mr A’s complaint and no further action is required by the Trustees.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr A has complained that there were delays in transferring a personal pension plan he had with Halifax Financial Services (Halifax) to the Scheme, and that he has incurred out of pocket expenses because of the delays whilst trying to resolve the matter. He has also been subject to considerable stress over the matter.

Ombudsman’s Determination

Outcome

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

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr E has complained that Aegon negligently transferred the Plan into the Bardwell Heights Ltd Pension Scheme (the Bardwell Scheme).

Ombudsman’s Determination

Outcome

I do not uphold Mr D’s complaint and no further action is required by Transact.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr D has complained that Transact should not have transferred his pension into the Bobins Pension Scheme.

Ombudsman’s Determination

Outcome

Mr G’s complaint is upheld and to put matters right Stadia shall sign the necessary paperwork to allow the in-specie transfer of assets to @sipp Limited. In addition, for the exceptional distress and inconvenience caused, Stadia should pay Mr G £2,500.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

I agree that part, but not all, of this complaint should be upheld. To put matters right for the part that should be upheld, AJ Bell should compensate Mr T for the financial loss he has suffered due to the delay in sending the transfer documents via first class post. No directions are made against the Trustees.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mr R’s complaint is upheld, and to put matters right AJB shall compensate Mr R for his financial loss arising between 10 and 24 February 2017, by making an appropriate payment to his new pension plan.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mr V’s complaint is upheld and to put matters right Optimum Capita shall:-

Ombudsman’s Determination

Outcome

I do not uphold Cdr N’s complaint and no further action is required by Veterans UK.

My reasons for reaching this decision are explained in more detail below.