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Smiths Industries Pension Scheme (CAS-90329-R7N2)

Complainant: Mr E
Complaint Topic: Transfers: general
Ref: CAS-90329-R7N2
Outcome: Not upheld
Respondent: Smiths Industries Pension Trustees Limited
Mercer Limited
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 the Trustee or the Administrator.

Complaint summary

Mr E’s complaint concerns the service and delays caused by the Administrator following his request to transfer his pension funds to Standard Life. He said:-

  • He requested a transfer in September 2021, but it was not completed until June 2022.

  • He made multiple complaints about the delay and has been financially disadvantaged.

  • He is claiming financial loss of £1,350 due to the overdraft fees and charges he incurred during this period.

View determination

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