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Babcock International Group Pension Scheme (PO-15051)

Complainant: Mrs M on behalf of the estate of Mr M
Complaint Topic: Misquote/misinformation
Ref: PO-15051
Outcome: Not upheld
Respondent: 1. Aon Hewitt Limited
2. Babcock Pension Trust Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs M’s complaint and no further action is required by Aon and Babcock.

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

Complaint summary

Mrs M has complained that her late husband Mr M received incorrect information from Aon about the form of authority it required to disclose his Scheme benefits to other parties, and Aon also delayed in dealing with the request for his cash equivalent transfer value (CETV) and lump sum values.

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