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Davies Implements Ltd Self-Administered Scheme (PO-15024)

Complainant: Mr S
Complaint Topic: Transfers: general
Ref: PO-15024
Outcome: Partly upheld
Respondent: Friends Life
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr S’ complaint against Friends Life is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that should be upheld Friends Life should pay total compensation of £1,000.

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

Complaint summary

Mr S has complained that Friends Life could not initially trace the Scheme, and that as a consequence of this he received no information regarding his potential retirement benefits.

Mr S has highlighted the lack of information from “December 2014 to June 2016” to have been of significant inconvenience as he was unable to make adequate “pensions, tax and succession” decisions.

View determination

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