Flexible Pension Plan (PO-29578)
Complainant: Mr S
Complaint Topic: Pension liberation
Ref: PO-29578
Outcome: Not upheld
Appeal outcome: None
Respondent: Scottish Equitable t/a Aegon
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr S’ complaint and no further action is required by Aegon.
Complaint summary
Mr S has complained that Aegon failed to carry out sufficient due diligence before transferring his benefits under the Plan to the Optimum Retirement Benefit Plan (the Optimum Plan). Mr S is very concerned that, as a consequence, all his pension funds have been lost, and he wants to be put back into the position that he would have been in if the transfer had not been made.
View determination
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