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Standard Life Transfer Plan (PO-7774)

Complainant: Mr E
Complaint Topic: Misquote/misinformation
Ref: PO-7774
Outcome: Not upheld
Respondent: Standard Life
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by Standard Life

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

Complaint summary

Mr E complains that Standard Life gave him incorrect information about the value of the Plan that led him to make additional payments to his other plans, which resulted in him exceeding his lifetime allowance.

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