Skip to main content

Scottish Widows Income Drawdown Plan (77014/1)

Complainant: Mr D W Smith
Complaint Topic: Benefits: overpayment (recovery of)
Ref: 77014/1
Outcome: Upheld
Respondent: Scottish Widows plc (Scottish Widows).
Type: Pension complaint or dispute
Date:

Mr Smith’s complaint against Scottish Widows stems from the reapplication of monies repaid by Mr Smith as a result of an overpayment that had occurred in 2005. Mr Smith complains that Scottish Widows: failed to provide him with accurate fund values, to reinstate his policies to the position …

View determination

Download

Related decisions

  • Teachers' Pension Scheme (CAS-45784-C3T2)
    Complainant: Mr E
    Respondent: Teachers’ Pensions
    Outcome: Upheld
    Complaint Topic: Benefits: overpayment (recovery of)
    Ref: CAS-45784-C3T2
    Date:
  • Old British Steel Pension Scheme (CAS-89142-L1R8)
    Complainant: Mr L, on behalf of the estate of Mr O
    Respondent: Open Trustees Limited
    Barnett Waddingham
    Complaint Topic: Benefits: overpayment (recovery of)
    Ref: CAS-89142-L1R8
    Date: