HSBC Bank (UK) Pension Scheme (CAS-79469-G9X0)

Complainant: Mr E

Complaint Topic: Transfers: general

Ref: CAS-79469-G9X0

Outcome: Not upheld

Respondent: Willis Towers Watson

Type: Pension complaint or dispute

Date: 17 June 2024

Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no action is required by the Administrator.

Complaint summary

Mr E has complained that:-

The Administrator caused delays in the transfer of his pension funds from the Scheme into the HSBC Flexible Retirement Account (FRA) (the Arrangement).
His pension funds were disinvested early, and he should be compensated for the period his funds were not invested in the Arrangement.
The Administrator did not fully answer or respond to his information requests.

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