We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Optimum Internal Pension Plan (PO-3658)

Complainant: Mr Philippe Pollet
Complaint Topic: Transfers: general
Ref: PO-3658
Outcome: Upheld
Respondent: Optimum Capital Ltd
Type: Pension complaint or dispute
Date:

Complaint summary

Mr Pollet has complained that OCL have failed to process his transfer request which has caused him a financial loss.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld against OCL because they should have made the transfer in reasonable time after Legal and General returned the completed discharge form.

 

 

 

 

View determination

Download

Related decisions

  • Admenta Pension Scheme (CAS-89548-Z1S8)
    Complainant: Mr E
    Respondent: Trustee of the Admenta Pension Scheme
    Aon
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-89548-Z1S8
    Date:
  • The Investor SIPP (CAS-54306-K6B1)
    Complainant: Mr R
    Respondent: The Trustee of the JPMC UK Retirement Plan (the Trustee)
    Interactive Investor (II)
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-54306-K6B1
    Date:
View all decisions