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Aspen UK Pension Plan (PO-12164)

Complainant: Mr S
Complaint Topic: Transfers: general
Ref: PO-12164
Outcome: Upheld
Respondent: Fidelity Pensions Service Centre
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and to put matters right Fidelity should pay compensation in recognition of the financial loss he has suffered.

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

Complaint summary

Mr S’ complaint is that Fidelity has not transferred his benefits from the Scheme to another pension arrangement of his choice, despite him completing all of the requirements within the timeframe set by Fidelity.

View determination

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