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Zurich Personal Pension Plan (82864/2)

Complainant: Mr D J Ryan
Complaint Topic: Failure to provide information/act on instructions
Ref: 82864/2
Outcome: Upheld
Respondent: Zurich Assurance Limited (Zurich).
Type: Pension complaint or dispute
Date:

Mr Ryan has complained about Zurich taking too long and failing altogether to forward HMRC rebates to his new provider. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Zurich because: They did not forward a rebate on in good time; anothe …

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