Legal News

PO determination on improper refusal of a member’s transfer rights (Mr S PO-17656)

PO determination on improper refusal of a member’s transfer rights (Mr S PO-17656)
Published on: 15 November 2017
Published by: LexisPSL
  • PO determination on improper refusal of a member’s transfer rights (Mr S PO-17656)
  • Original news
  • Summary
  • What were the facts?
  • What did the Adjudicator of the Pensions Ombudsman decide?
  • What was the Pensions Ombudsman decision?
  • What are the implications of this determination?

Article summary

Pensions analysis: In Mr S (PO-17656) the Pensions Ombudsman upheld a complaint that a sole trustee company had improperly denied a member the right to exercise his statutory transfer rights until an ‘administration fee’ had been agreed, even though there was no evidence that any such fees were payable. Wyn Derbyshire of gunnercooke LLP looks at the decision. or take a trial to read the full analysis.

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