Pensions Ombudsman Focus January 2019 edition


Welcome to Pensions Ombudsman Focus for the period to January 2019. In this edition, we look at three recent complaints to the Pensions Ombudsman.

First, we look at a determination where the Deputy Pensions Ombudsman partly upheld a complaint by a member who was provided with an incorrect early retirement quotation, which she said she had relied on when making the decision to retire, as well as other financial decisions.

In the second determination, the Pensions Ombudsman required the trustees to pay £18,000 for investment losses caused by a delay in transferring the member’s benefits.

Finally, we look at a case where the Pensions Ombudsman directed that the trustees reconsider a distribution of death benefits, because they had acted as if an expression of wish form was legally binding without regard for any other relevant factors.

Please do not hesitate to get in touch if you would like to discuss any of these determinations and how they might affect you, or indeed if you would like to discuss any other contentious issues on which Linklaters Pensions Dispute Resolution Group may be able to assist.

Read the January edition