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Wyre Marina Boatyard Ltd Pension Scheme (PO-14843)

Complainant: Mr X
Complaint Topic: Transfers: general
Ref: PO-14843
Outcome: Upheld
Respondent: Mr Farren, as the Pensioneer Trustee of the Scheme
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Complaint Summary

Mr X’s complaint concerns Mr Farren’s failure to respond to his enquiries about the status and security of his Scheme funds, leaving him unable to plan for his future and exercise his transfer rights.

Summary of the Ombudsman’s Determination and reasons

Mr X’s complaint is upheld and to put matters right Mr Farren, as Pensioner Trustee of the Scheme, should provide a full written response to Mr X’s questions regarding his Scheme funds, including the current value, and assist Mr X if he chooses to exercise his statutory rights to a transfer to a registered pension scheme.  Mr Farren should also pay Mr X, £1,000 in recognition of the significant distress and inconvenience he has caused him.

 

 

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