Skip to main content

Friends Life SIPP Policy (PO-2270)

Complainant: Mr Michael Stephens
Complaint Topic: Transfers: general
Ref: PO-2270
Outcome: Upheld
Respondent: Friends Life Services Limited (Friends Life)
Type: Pension complaint or dispute
Date:

Mr Stephens complains that delays on the part of Friends Life in effecting a transfer have resulted in the deadline date for a preferential annuity rate guarantee to be missed. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld aga …

View determination

Download

Related decisions

  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date:
  • Smiths Industries Pension Scheme (CAS-90329-R7N2)
    Complainant: Mr E
    Respondent: Smiths Industries Pension Trustees Limited
    Mercer Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-90329-R7N2
    Date: