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The Barclays Bank UK Retirement Fund 1964 Pension Scheme (PO-18986)

Complainant: Mr N on behalf of the Estate of Mrs N
Complaint Topic: Ill Health
Ref: PO-18986
Outcome: Not upheld
Respondent: Barclays Pension Fund Trustees
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold the Estate’s complaint and no further action is required by the Trustees.

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

Complaint summary

The Estate has complained that the Trustees delayed in administering Mrs N’s request for early access to her pension benefits on the grounds of ill health and providing her with the paperwork needed to apply for a Serious Ill Health Lump Sum pension (SILS).

View determination

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