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Legal & General Worksave Pension Plan (PO-26149)

Complainant: Mr S
Complaint Topic: Transfers: general
Ref: PO-26149
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General Assurance Society Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by L&G.  

Complaint summary

Mr S has complained about the delay in L&G completing his transfer to his new pension provider. Mr S argues that L&G failed to take ownership of the transfer process and state its requirements to complete the transfer. As a result, Mr S wants to be financially compensated for the investment growth he says he would have earned, and a payment made in recognition of the trouble and upset he has suffered.

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