Pensions Ombudsman Complaints Handling

In the UK, the Pensions Ombudsman handles pension complaints and disputes at no cost to members of occupational and personal pension schemes.

Our Pensions Ombudsman Complaints Handling training course will help you learn how to receive and handle complaints that go before the Pensions Ombudsman in the financial services sector.

About this Course

Available as part of our FCA Compliance Library.

Learning Objectives

This course will prepare your employees to:

Understand the role of the Pensions Ombudsman
Recognise which complaints go to the Pensions Ombudsman
Understand what you can do to prevent complaints from going to the Pensions Ombudsman
Know how to handle complaints that are within the scope of the Pensions Ombudsman
Understand what the Pensions Ombudsman will do when it receives a complaint

Course outline

Welcome

What is the Pensions Ombudsman?

Which complaints go to the Pensions Ombudsman?

-You decide: Scope of the Pensions Ombudsman

How to handle complaints that go to the Pensions Ombudsman

- Internal Dispute Resolution Procedure (IDRP)
- You decide: Reviewing an IDRP

Receiving complaints

- You decide: Pensions Ombudsman

Summary

Affirmation

Assessment

Course Specifications

Structure

Approximately 40-minute long e-learning course followed by a 10-question assessment.

Audience

Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.

Design

SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.

Compatibility

All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.