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.

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.

View determination

Download

Related decisions

  • Phoenix Life Personal Pension Plan (CAS-56595-R8D7)
    Complainant: Mr H
    Respondent: Phoenix Life Assurance Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-56595-R8D7
    Date:
  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date:
View all decisions