Scottish Motor Auctions Ltd Group Personal Pension Plan (PO-24554)
Ombudsman’s Determination
Outcome
The complaint is not upheld as I am satisfied that Aegon did not breach its regulatory responsibilities at the time it transferred Mr R’s pension in accordance with his wishes.
Complaint summary
Mr R has complained that Aegon did not carry out the appropriate due diligence when transferring his pension fund to a Small Self-Administered Scheme (SSAS) administered by Greenchurch Capital Ltd (Greenchurch).
View determination
DownloadRelated decisions
- Eleven Property Pension Scheme, SHK Property Services Pension, Gilbert Trading Pension Scheme (CAS-56320-R9K9, CAS-29144-G2B0, CAS-64379-Y9G6, CAS-82685-J8S7, CAS-84074-G0W5)Complainant: Ms Y, Mr S, Mr E, Mr Y, Mr GRespondent: Brambles Administration Limited (Brambles)
Mr Simon Hamilton Kaigh
Mr Michael McNally
Eleven Property Limited (Eleven Property)
SHK Property Services Limited (SHK Property Services)
Gilbert Trading Limited (Gilbert Trading)Outcome: UpheldComplaint Topic: OtherRef: CAS-56320-R9K9, CAS-29144-G2B0, CAS-64379-Y9G6, CAS-82685-J8S7, CAS-84074-G0W5Date: - Liverpool Victoria (LV=) SIPP (CAS-50479-K7G0)Complainant: Mr RRespondent: LV=Outcome: Not upheldComplaint Topic: OtherRef: CAS-50479-K7G0Date: