The Green Retirement Pension Plan Series 3 (PO-11278)

Ombudsman’s Determination

Outcome

Mr H’s complaint is upheld, and to put matters right Mr Harris should provide a full response to the questions raised by Mr H’s representative regarding his operation of the Plan, and pay Mr H £2,000 to reflect the distress and inconvenience caused to him by Mr Harris’s maladministration.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr H complains that Mr Harris failed to respond properly to his enquiries about the Plan, leaving Mr H unable to plan for his future and exercise his transfer rights.