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CC Group Personal Plan (PO-11740)

Complainant: Mr A
Complaint Topic: Benefits: incorrect calculation
Ref: PO-11740
Outcome: Not upheld
Respondent: Aegon
Type: Pension complaint or dispute
Date:

Outcome:

I do not uphold Mr A’s complaint and no further action is required by Aegon.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr A’s complaint, which is against Aegon, is that he was provided with an incorrect illustration of his benefits in 2009 (the Illustration) and they did not inform him that the employer contribution was wrong. It was not until 2014 when he queried the Illustration, that he was informed that an error had been made.

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