Pensions Ombudsman Focus 59th Edition
Welcome to the Pensions Ombudsman Focus for the period to March 2017.
The first determination we comment on considers whether a request for a transfer quote amounts to intent to transfer and confirms that an IFA appointed as the member’s representative is responsible for passing information provided by the scheme to the member. The following two determinations look at when it is appropriate to apply the “Edge” principles (i.e. to an exercise of discretion) and when it is not (i.e. to a factual decision based on the evidence available).
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 any other contentious issues on which the Linklaters Pension Dispute Resolution Group may be able to assist.