Pensions Ombudsman determination

Sun Life Financial Canada Plan Number 490 193326 25 · CAS-29595-J8R4

Complaint not upheld2021
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Verbatim text of this Pensions Ombudsman determination. Sourced directly from the Pensions Ombudsman published register. The Pensions Ombudsman is a statutory tribunal — its determinations are public record. Not an AI summary, not a paraphrase.

Full determination

CAS-29595-J8R4

Ombudsman’s Determination Applicant Mr Y

Scheme Sun Life Financial of Canada plan number 490-193326-25 (the Plan)

Respondent Sun Life Financial of Canada (SLOC)

Outcome

Complaint summary

Background information, including submissions from the parties Mr Y is now represented by Mendelsons Solicitors (Mendelsons).

He says he cannot trace his assets and is concerned all his pension funds have been lost. He wishes to be put back into the position he would have been in had the transfer not occurred.

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Adjudicator’s Opinion

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Ombudsman’s decision

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I do not uphold Mr Y’s complaint.

Anthony Arter

Pensions Ombudsman 13 July 2021

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