In early January the Pensions Ombudsman published determinations in three cases where scheme providers had refused to action transfer value requests due to concerns that pensions liberation was involved.


The providers' refusals to transfer were upheld in two cases with a partial victory for the provider in the third case. However, the Ombudsman reached his decision on technical grounds not raised by the providers and was critical of the providers' approach.

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Rachel Rawnsley

Rachel Rawnsley

Partner, Head of Pensions
United Kingdom

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Jade Murray

Jade Murray

Partner, Pensions
United Kingdom

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Catherine McAllister

Catherine McAllister

Partner, Pensions
United Kingdom

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Rachel Uttley

Rachel Uttley

Partner, Pensions
United Kingdom

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