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Abbey Life Personal Pension Plan (CAS-62574-Y7Y0)

Complainant: Ms I
Complaint Topic: Pension liberation
Ref: CAS-62574-Y7Y0
Outcome: Not upheld
Respondent: Abbey Life
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Ms I’s complaint and no further action is required by Abbey Life.

Complaint summary

Ms I complained that Abbey Life transferred her benefits in the Plan to Bodmin Stincher Retirement Scheme (the Scheme) without carrying out sufficient due diligence, and that as a consequence her pension funds have been lost.  

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