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Calberto Limited Pension Plan (48784/3)

Complainant: Mr A Grievson
Complaint Topic: Transfers: general
Ref: 48784/3
Outcome: Not upheld
Appeal outcome: Upheld/remitted
Respondent: Mr N Grievson Calberto Ltd (the Employer) Brewin Dolphin.
Type: Pension complaint or dispute
Date:
Appeal: Yes

Mr A Grievson has complained against Mr N Grievson as a trustee of the Scheme, Calberto Ltd, as principal employer of the Scheme and Brewin Dolphin as administrators of the Scheme. He complains that: the transfer valuation process has been unfairly prejudicial; and t …

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