My husband is taking early retirement due to my poor health and contacted his occupational pension provider back in June to ask for a pension forecast for retiring in January 2023. He was told that this would be sent to him in the next 10 days. He was then informed that Barnett Waddingham had been appointed as new Trustees and would be responsible for providing this. He made numerous calls between August and December which resulted in nothing other than excuses, lies and downright incompetence. This ranged from “we have not yet received the records” to “I am working on it at this moment and it will be in the post tomorrow” Needless to say it didn’t arrive and funnily enough they were working on it every time he phoned, which ended up being on a weekly basis! The forecast eventually arrived in December too late for him to take retirement in January due to a three month notice period. He called them in early January stating that he wished to retire in April to be told that they had to reissue the forecast and paperwork. He expressed concern that it would take so long again and was assured this would not be the case and that it would be done quickly. On the basis of this he handed his notice in at work. We are now at the end of Feb and not surprisingly still no forecast or paperwork to claim his pension. He has been calling weekly again all through February and getting the same pack of lies on every occasion as he got last year. We are now in a position where he is five weeks from retirement date with nothing in place for his pension and absolutely no confidence whatsoever that he has any hope in hell of getting it on his retirement date. This is totally unacceptable that their failures are risking leaving their pensioners with no employment, no income and no lump sum to pay off a mortgage! I really cannot find the words to express how worrying and upsetting this is and it is not the appalling service that anyone should have to suffer at the hands of what is supposed to be a professional organisation trusted with managing huge Company Pension Funds. We could not have avoided the situation we find ourselves in but for anyone considering dealing with this organisation in any shape or form all I can say is AVOID
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