Skip to main content

The FIL UK Pension Plan (formerly the Fidelity UK Pension Plan) (PO-20917)

Complainant: Mr N
Complaint Topic: Membership
Ref: PO-20917
Outcome: Not upheld
Respondent: The Trustees of the FIL UK Pension Plan (formerly the Fidelity UK Pension
Plan)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr N’s complaint is that the Trustees did not inform him that he had to complete two years’ pensionable service in the Plan before he would become entitled to a deferred pension. Had he known, he would have made other pension arrangements or stayed in employment until the two-year period was satisfied.

View determination

Download

Related decisions