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Principal Civil Service Pension Scheme (PO-8048)

Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-8048
Outcome: Upheld
Respondent: 1. Mr Ian MacPhail the Trustee of the Brookes Limited Retirement Benefits
Scheme (the Trustee),
2. MyCSP
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld and to put matters right the Trustee should pay Mr N £2,000 for its failure to reply to Mr N and MyCSP should pay £500 for the distress and inconvenience caused.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr N has complained that MyCSP failed to carry out sufficient due diligence before agreeing to pay a transfer value to the Brookes Limited Retirement Benefits Scheme (the Brookes Scheme). Also that he has been unable to obtain any information from the Trustee.

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