Kellogg Brown & Root UK Limited Pension Plan (CAS-52731-N6G6)

Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint, and no action is required by the Administrator.

Complaint summary

Mr N’s complaint concerned the transfer of his Scheme benefits to Royal London. He complained that the Administrator failed to check his transfer pack when it was received on 21 February 2020, so it did not see that his personal pension declaration (PPD) was missing.

Mr N said that the Administrator misled Royal London in a telephone conversation on 9 March 2020 because it did not tell Royal London that his PPD was missing. Mr N said this led him and his independent financial adviser (IFA) to believe that the transfer was proceeding satisfactorily.