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Legal & General Employee Pension Plan (CAS-38230-D6R0)

Complainant: Mr Y
Complaint Topic: Transfers: general
Ref: CAS-38230-D6R0
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General Assurance Society
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold complaint and no further action is required by Legal & General.  

Complaint summary

The complaint against Legal & General is that it transferred the shareholding held within Mr Y’s Selftrade SIPP (the SIPP), into the Plan even though he says that he did not specifically authorise this.

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