Aviva Section 32 (PO-16395)
Ombudsman’s Determination
Outcome
I do not uphold Mr L’s complaint and no further action is required by Aviva.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr L has complained that Aviva would not allow him to make further contributions to the Policy in order to enable him to transfer it to his Self-Invested Personal Pension (SIPP) and take advantage of pension flexibilities.
View determination
DownloadRelated decisions
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date:
- (CAS-67622-R2B2)Complainant: Mr HRespondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-67622-R2B2Date: