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
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