Rolls-Royce Money Purchase Scheme (CAS-50863-D5X8)
Ombudsman’s Determination
Outcome
I do not uphold Mr N’s complaint and no further action is required by Aviva.
Complaint summary
Mr N complained that Aviva refused to implement the Large Fund Discount (LFD) to his benefits once they were transferred to the Aviva Income Drawdown Account (IDA). This resulted in additional charges being applied to the IDA. An LFD is applied to larger funds and reduces the annual management charge.
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