ReAssure Number Three Personal Pension Scheme (PO-28951)
Ombudsman’s Determination
Outcome
I do not uphold Mr R’s complaint and no further action is required by ReAssure.
Complaint summary
Mr R has complained that ReAssure did not carry out sufficient due diligence checks when transferring his three policies from the Scheme to the Optimum Retirement Benefits Plan (the Optimum Plan) in July 2016.
Mr R says that he cannot trace his assets and is concerned that they may be lost. He would like to be put back in the position he would have been had the transfers not taken place.
View determination
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