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Arla Foods Pension Plan (CAS-81540-Y0W7)

Complainant: Mr N
Complaint Topic: Transfers: general
Ref: CAS-81540-Y0W7
Outcome: Not upheld
Respondent: Arla Foods Pension Plan Trustees Limited (the Trustee)
Mercer Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by the Trustee or Mercer. 

Complaint summary

Mr N complained that the Trustee did not send him his retirement pack until after his retirement date and, because his retirement date has now passed, he is not being allowed to transfer his pension out of the Plan. 

Mr N said he suffered stress and lack of sleep due to concern over not being able to transfer his pension and wishes to be compensated for this. He also wanted the Trustee to compensate him for the loss of investment growth that his pension pot experienced, because he was unable to transfer out of the Plan as he planned.

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