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Sun Life Financial of Canada Personal Pension Plan (CAS-46108-G9D1)

Complainant: Mr Y
Complaint Topic: Pension liberation
Ref: CAS-46108-G9D1
Outcome: Not upheld
Appeal outcome: None
Respondent: ​Sun Life Financial of Canada​
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by ​Sun Life​.

Complaint summary

Mr Y complained that Sun Life, the former Plan provider, failed to carry out sufficient due diligence checks when transferring his benefits to the Tennyson Close 1957 Limited Scheme (the Scheme).

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