Yorkshire and Clydesdale Bank Pension Scheme (PO-12899)
2. Yorkshire and Clydesdale Pension Trustees Limited (the Trustees)
3. Equiniti Limited (Equiniti)
Ombudsman’s Determination
Outcome
Mr Y’s complaint against Equiniti, the Bank and the Trustees is partly upheld. To put matters right, within 21 days, Equiniti and the Bank should both pay Mr Y £500, making a total of £1,000 to compensate for the significant distress and inconvenience he has suffered.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr Y has complained that during a redundancy exercise neither the Bank nor the Trustees provided him with a pension pack or the retirement options available to him, and Equiniti miscalculated his annual allowance in response to his enquiries, which together resulted in a delay in his benefits being paid.
View determination
DownloadRelated decisions
- Spirit Legacy Pension Scheme (CAS-29191-V6G7)Complainant: Mrs SRespondent: Spirit Pension Trustee LimitedOutcome: UpheldComplaint Topic: Misquote/misinformationRef: CAS-29191-V6G7Date:
- Deloitte UK Pension Scheme (CAS-60778-N6P9)Complainant: Mr NRespondent: D&T Pension Trustees LimitedOutcome: Partly upheldComplaint Topic: Misquote/misinformationRef: CAS-60778-N6P9Date: