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Alliance Trust Savings (PO-20728)

Complainant: Mrs N
Complaint Topic: Transfers: general
Ref: PO-20728
Outcome: Partly upheld
Respondent: Alliance Trust
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mrs N’s complaint against AT is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that is upheld AT should pay Mrs N a total of £500 in recognition of the significant distress and inconvenience caused.

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

Complaint summary

Mrs N has complained that AT has unduly delayed her transfer.

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