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Franklin Templeton UK Retirement Benefits Plan (PO-17905)

Complainant: Mrs Y
Complaint Topic: Transfers: general
Ref: PO-17905
Outcome: Not upheld
Respondent: 1. Mercer Limited
2. Franklin Templeton UK Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’s complaint and no further action is required by the Trustee or Mercer.

Complaint summary

Mrs Y has complained that the transfer value she received in March 2017, was significantly lower than the transfer value she received in March 2016.

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