We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Legal & General Personal Pension Plan (PO-28256)

Complainant: Mr R
Complaint Topic: Breach of trust
Ref: PO-28256
Outcome: Not upheld
Appeal outcome: None
Respondent: Legal & General Assurance Society
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by L&G.

Complaint summary

Mr R has complained that L&G failed to carry out sufficient due diligence before transferring his benefits under the Plan to another pension scheme. He says he has suffered financial loss as a consequence, for which he should be compensated.

 

View determination

Download

Related decisions

  • AJC2 Pension Scheme (CAS-53044-T5K7, CAS-55238-T3N4, CAS-57583-H5G0)
    Complainant: Mr R, Mr N, Mr O
    Respondent: Mr Christopher Hoole, Trustee of the AJC2 Pension Scheme
    Outcome: Upheld
    Complaint Topic: Breach of trust
    Ref: CAS-53044-T5K7, CAS-55238-T3N4, CAS-57583-H5G0
    Date:
  • ​​Optimum Retirement Benefit Plan (CAS-80110-K1M0)
    Complainant: Dalriada Trustees Limited (company number NI 38344) (Dalriada) and Mr E
    Respondent: ​​Mr Gordon Craig (in his capacity as a trustee of the Scheme); and Mr Martin Kelly and Mr Gerard Reilly​ (in their capacity as former trustees of the Scheme) (the Trustees)
    Dalriada
    Outcome: Upheld
    Complaint Topic: Breach of trust
    Ref: CAS-80110-K1M0
    Date:
View all decisions