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Failure of scheme to follow proper transfer due diligence means member reinstated in fund (Mrs H PO-21489)

Failure of scheme to follow proper transfer due diligence means member reinstated in fund (Mrs H PO-21489)
Published on: 11 October 2019
Published by: LexisPSL
  • Failure of scheme to follow proper transfer due diligence means member reinstated in fund (Mrs H PO-21489)
  • Original news
  • Summary
  • What were the facts?
  • What was the Pensions Ombudsman’s decision?
  • What is the impact of this determination?

Article summary

Pensions analysis: In the determination of Mrs H (PO-21489), the Pensions Ombudsman upheld a complaint that a scheme failed to undertake appropriate due diligence checks on a transfer to a pension liberation vehicle, and to engage sufficiently with the scheme member about concerns over the transfer. Martin Scott of gunnercooke LLP looks at the decision. or take a trial to read the full analysis.

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