AEGON Scottish Equitable Personal Pension Policy (82345/1)
Complainant: Mr A J Thomas
Complaint Topic: Transfers: general
Ref: 82345/1
Outcome: Upheld
Respondent: Scottish Equitable plc.
Type: Pension complaint or dispute
Date:
Mr Thomas complains that delays on the part of AEGON (which is a brand name of Scottish Equitable plc) in effecting a transfer of funds to his new pension provider lost him the opportunity to invest £500,000 in a two years savings bond offering interest at a fixed ra …
View determination
DownloadRelated decisions
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date:
- (CAS-67622-R2B2)Complainant: Mr HRespondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-67622-R2B2Date: