TPO: Just 5% of investigations need an ombudsman decision

Transfers most complained about

Hope William-Smith
clock • 2 min read

Almost all (95%) investigations presented to The Pensions Ombudsman (TPO) were completed without needing a determination, following changes to simplify the complaints process.

TPO outlined the figure in its 2019/20 annual report and accounts, published on Thursday (16 July), which also showed the ombudsman had made progress on its key process of simplifying complaints. Ombudsman Anthony Arter said: "By resolving complaints earlier in the process, we save all parties from having to go through lengthier processes which can be both stressful for complainants and resource intensive for respondents." TPO said the most common topics of completed investigations over the past 12 months had related to transfers - including issues around calculation of values or dela...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Retirement tax planning and the issue of underspending

Retirement tax planning and the issue of underspending

Retirement planning Q&A

Professional Adviser
clock 12 October 2026 • 6 min read
Partner Insight: PruFund arrives on Scottish Widows Platform

Partner Insight: PruFund arrives on Scottish Widows Platform

How integrating PruFund onto the Scottish Widows Platform expands retirement options for advisers without increasing administrative burden

Ross Easton, Head of Platform Propositions, Scottish Widows
clock 05 October 2026 • 3 min read
The conversation that has to change with the 100-year life

The conversation that has to change with the 100-year life

'Advisers need to continue to challenge the cliff-edge narrative directly with clients'

Graeme Bowden
clock 24 September 2026 • 4 min read