Pension liberation—key Pensions Ombudsman decisions up to 2018 [Archived]
Produced in partnership with Ben Fairhead of Pinsent Masons LLP

The following Pensions practice note produced in partnership with Ben Fairhead of Pinsent Masons LLP provides comprehensive and up to date legal information covering:

  • Pension liberation—key Pensions Ombudsman decisions up to 2018 [Archived]
  • Transfers refused
  • Key legislative background
  • Determinations
  • Stobie [PO-3105] (8 January 2015)
  • Jerrard [PO-3809] (8 January 2015)
  • Kenyon [PO-1837] (8 January 2015)
  • Harrison [PO-3184] (17 April 2015)
  • Hughes [PO-7126] (30 June 2015)
  • Hughes—appeal to the High Court (19 February 2016)
  • More...

Pension liberation—key Pensions Ombudsman decisions up to 2018 [Archived]

ARCHIVED: This archived Practice Note looks at some of the key complaints that have been determined by the Pensions Ombudsman up to 2018 in relation to transfers of pension funds connected to pension liberation or pension scams. It is not maintained and is for background purposes only. For information on the different forms of pension liberation and the legal considerations relating to pension liberation, see Practice Notes: Pension liberation—an introduction and Pension liberation—legal considerations.

A number of complaints have been determined by the Pensions Ombudsman in relation to transfers of pension funds connected to pension liberation or pension scams.

These can be seen as dividing broadly into three categories:

  1. those where a requested transfer has been refused by the relevant trustee/provider, and the complaining member seeks an order requiring the transfer

  2. those where a requested transfer proceeded, and the complaining member asserts that they have lost all or part of their pension funds as a result of the relevant trustee/provider failing to prevent the transfer from going ahead

  3. those where a requested transfer proceeded, and the complaining member seeks a transfer out from the suspected liberation scheme/scam but is being declined/met by silence

These decisions have put forward a number of similar principles in terms of bases upon which it might be possible to argue that there is no

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