We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Scottish Widows Executive Personal Pension Plan (CAS-58226-R7B1)

Complainant: Miss N
Complaint Topic: Transfers: general
Ref: CAS-58226-R7B1
Outcome: Not upheld
Respondent: Scottish Widows
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Miss N’s complaint and no further action is required by Scottish Widows. 

Complaint summary

Miss N has complained that Scottish Widows would not correspond with her Independent financial adviser (the IFA) in connection with the Plan or complete a transfer request to Old Mutual Wealth Life and Pensions Ltd (Old Mutual). 

View determination

Download

Related decisions

  • Alloy Sales Limited Executive Pension Scheme (CAS-49148-R5W6)
    Complainant: Mr N
    Respondent: Mrs L A Goodwin, Mr C I Goodwin, Mr R Goodwin
    Embark Group Limited (Embark) trading as Rowanmoor Group plc
    Outcome: Upheld
    Complaint Topic: Transfers: general
    Ref: CAS-49148-R5W6
    Date:
  • ExxonMobil Pension Plan (CAS-79622-T6S2)
    Complainant: Mr L
    Respondent: The Trustee of the ExxonMobil Pension Plan
    Willis Towers Watson
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-79622-T6S2
    Date:
View all decisions