AVIVA Personal Pension Scheme (PO-3809)
Subject
Mrs Jerrard, represented by Warwick & Eaton Administrators Ltd (Warwick & Eaton), complains that Aviva refused to act on her request to transfer her benefits from the Plan to the SCCL Pension Scheme (the SCCL Scheme).
Summary of the Ombudsman’s determination and reasons
The complaint is not upheld. Mrs Jerrard does not have a right to transfer, primarily because the SCCL Scheme is not an occupational pension scheme as defined in the relevant legislation.
View determination
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