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Scottish Equitable Stakeholder Pension (PO-15726)

Complainant: Mr E
Complaint Topic: Transfers: general
Ref: PO-15726
Outcome: Not upheld
Respondent: Aegon
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by Aegon.

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

Complaint summary

Mr E has complained that Aegon negligently transferred the Plan into the Bardwell Heights Ltd Pension Scheme (the Bardwell Scheme).

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