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HBOS Final Salary Pension Scheme (CAS-31532-G2M0)

Complainant: Mr N
Complaint Topic: Pension liberation
Ref: CAS-31532-G2M0
Outcome: Not upheld
Respondent: Lloyds Banking Group
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.

Complaint summary

Mr N complained that the Trustee failed to carry out sufficient due diligence checks when transferring his benefits to the Bothbridge Pension Trust (the Bothbridge Trust), an Occupational Pension Scheme (OPS), in July 2013. 

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