Gala Coffee and Tea Group Pension Scheme (CAS-56752-R2J6)
Ombudsman’s Determination
Outcome
Miss I’s complaint against
Complaint summary
Miss I has complained that she experienced delays when attempting to transfer her benefits in the Scheme to a Fidelity International (Fidelity) self-invested personal pension (the SIPP). She also complained about a possible loss of an entitlement to a protected tax-free lump sum in excess of 25% of her fund value (PTFC).
She said that the Trustee should make a payment to her for the financial loss that she suffered and for the distress and inconvenience these matters caused her.
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