Erco Lighting Ltd Group Personal Pension Plan 680DU284 (N00134)
Complainant: Mrs K Blofeld
Ref: N00134
Respondent: Mrs K Blofeld Scheme Erco Lighting Ltd Group Personal Pension Plan 680DU284
Manager Scottish Amicable
Manager Scottish Amicable
Type: Pension complaint or dispute
Date:
Mrs Blofeld belonged to a group personal pension plan managed by Scottish Amicable. On 18 July 2002 Mrs Blofeld asked her independent financial adviser, Heath Lambert Consulting (HLC) to obtain a current fund value with a view to her retiring early. HLC were advised that the fund value …