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The Atkins Pension Plan (PO-1637)

Complainant: Mr M Lupton
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-1637
Outcome: Partly upheld
Respondent: Atkins Pension Trustee Limited (the Trustees) Friends Life Limited (Friends
Life)
Type: Pension complaint or dispute
Date:

Mr Lupton complains that he was forced to transfer his funds under the Plan to a new investment platform with insufficient time to seek advice or transfer out of the Plan to a scheme of his own choice. He says the transition of investments has resulted in a f …

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