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Citi (UK) Pension Plan (CAS-76611-W2C4)

Complainant: Mr O
Complaint Topic: Transfers: general
Ref: CAS-76611-W2C4
Outcome: Not upheld
Respondent: CG Pension Trustees Ltd (the Trustee); and
Willis Towers Watson (the Administrator)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr O’s complaint and no action is required by the Trustee or the Administrator.

Complaint summary

Mr O has complained about the time it took the Administrator to transfer his pension funds from the Plan into his chosen Self Invested Personal Pension (SIPP), with Fidelity.

Mr O has claimed that he suffered a substantial financial loss due to delays, and he wants the Administrator to put him back in the financial position he would have been in had the delays not occurred. 

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