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Legal & General Pension Plan (CAS-46114-K5R2)

Complainant: Mr Y​
Complaint Topic: Pension liberation
Ref: CAS-46114-K5R2
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 Mr Y’s complaint and no further action is required by L&G. 

Complaint summary

Mr Y has complained that L&G, 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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