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NatWest Group Pension Fund (formerly Royal Bank of Scotland Group Pension Fund), RBS International Pension Trust (CAS-26259-T7M6)

Complainant: Mr R
Complaint Topic: Transfers: general
Ref: CAS-26259-T7M6
Outcome: Not upheld
Appeal outcome: None
Respondent: NatWest Pension Trustees Limited
Willis Towers Watson
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 the Trustee or WTW.

Complaint summary

  1. Mr R is unhappy because his benefits from the Fund were not transferred into the IPT when he became a localised employee in 2009.

  2. Mr R believes his benefits would be worth more under the IPT, and so he has suffered a financial loss.

  3. Mr R also complains that the Trustee and WTW have communicated poorly with him throughout the complaint process.

View determination

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