Flower & Hayes Limited Executive Pension Scheme (CAS-43647-V4X9)
Complainant: Mr R
Complaint Topic: Administration
Ref: CAS-43647-V4X9
Outcome: Not upheld
Respondent: WestBridge SSAS, formerly Union Pension Trustees Limited, trading as James Hay Partnership.
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 WestBridge.
Complaint summary
Mr R has complained that WestBridge did not facilitate the in-specie transfer of two commercial properties into the Scheme and did not communicate effectively with the Scheme’s lawyer.
Mr R said that this had delayed the overall closing of the Scheme and had resulted in him not being able to access his benefits. Mr R stated that he had needed to make other financial plans, and the process had caused him stress.
View determination
DownloadRelated decisions
- Fidelity Self Invested Personal Pension (CAS-76954-G2W2)Complainant: Mr YRespondent: Fidelity InternationalOutcome: Not upheldComplaint Topic: AdministrationRef: CAS-76954-G2W2Date:
- CSC Computer Sciences Limited Pension Scheme (CAS-61854-F9L4)Complainant: Ms YRespondent: DXC Pension Trustee Limited (the Trustee)
DXC (the Company)
Mercer
Outcome: UpheldComplaint Topic: AdministrationRef: CAS-61854-F9L4Date: