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ReAssure Number Three Personal Pension Scheme (PO-28951)

Complainant: Mr R
Complaint Topic: Pension liberation
Ref: PO-28951
Outcome: Not upheld
Appeal outcome: None
Respondent: ReAssure Limited
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 ReAssure. 

Complaint summary

Mr R has complained that ReAssure did not carry out sufficient due diligence checks when transferring his three policies from the Scheme to the Optimum Retirement Benefits Plan (the Optimum Plan) in July 2016.

Mr R says that he cannot trace his assets and is concerned that they may be lost. He would like to be put back in the position he would have been had the transfers not taken place.

View determination

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