Local Government Pension Scheme - North Yorkshire Pension Fund (CAS-29927-D2K7)
Ombudsman’s Determination
Outcome
I do not uphold Mrs Y’s complaint and no further action is required by the Council.
Complaint summary
Mrs Y is represented by Hugh James (the Solicitor). Mrs Y’s complaint is that the Council transferred her Fund benefits to the Positive Retirement Potential Plan (the Plan) without carrying out sufficient due diligence.
The complaint has arisen as the value of Mrs Y’s benefits in the Plan is unclear. Mrs Y believes that she has lost her benefits as a result of the transfer.
View determination
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