NatWest Group Pension Fund (CAS-59461-S5P7)
Complainant: Mr D
Complaint Topic: Membership
Ref: CAS-59461-S5P7
Outcome: Not upheld
Respondent: NatWest Pension Trustee Ltd (the Trustee)
Willis Towers Watson (WTW)
Willis Towers Watson (WTW)
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr D’s complaint and no further action is required by the Trustee or WTW.
Complaint summary
Mr D’s complaint is that he has been incorrectly designated as a Category B member of the Fund instead of a Category A member. As a result of this there stands to be a significant financial loss to his long term partner if he predeceases her.
View determination
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