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Clerical Medical Section 32 Buy Out (PO-18681)

Complainant: Mr Y
Complaint Topic: Transfers: general
Ref: PO-18681
Outcome: Not upheld
Respondent: Clerical Medical (CM)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr Y’s complaint against CM is about the way in which it handled the transfer of his policies to the Momentum Gibraltar Pension Plan.

View determination

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