Cape PLC Staff Pension and Life Assurance Scheme (CAS-64188-V1Y9)

Complainant: Mr G

Complaint Topic: Benefits: refusal/failure to pay or late payment

Ref: CAS-64188-V1Y9

Outcome: Not upheld

Respondent: Legal & General Assurance Society

Type: Pension complaint or dispute

Date: 31 January 2023

Appeal: No

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

Mr G complained that:-

He did not receive any notification in 2010 that his deferred retirement benefits under the Scheme needed to be claimed. To put this right, he required his pension to be put into payment and backdated to his normal retirement date (NRD) in 2010.
L&G’s procedures for retirement correspondence were inadequate and should be reviewed.

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