Aegon Pension Plan (PO-12036)

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mrs L’s complaint is about the payment of death benefits under the pension plan of her late brother, Mr N, who passed away in 2013.

She does not agree with Aegon’s decision to pay the death benefits to Mrs Y as a dependant of Mr N. She says that Mr N was living with Mrs Y as a lodger and that Mrs Y, as his landlady, was not dependent on her brother.