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Aegon Flexible Pension Plans (CAS-73420-M3P0)

Complainant: Mr E
Complaint Topic: Pension liberation
Ref: CAS-73420-M3P0
Outcome: Not upheld
Respondent: Aegon
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by Aegon.

Complaint summary

Mr E complains that Aegon did not undertake adequate due diligence when transferring his benefits in the Plans to a Gaudi Regulated Services Limited self-invested personal pension (the SIPP).

He says that, with the exception of some small payments he has received, his funds have been lost. He would like Aegon to put him back in the position he would have been had the transfers not taken place.

View determination

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