Individual Pension Plan (PO-12110)
Complainant: Mr P
Complaint Topic: Misquote/misinformation
Ref: PO-12110
Outcome: Not upheld
Respondent: Clerical Medical
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr P’s complaint and no further action is required by Clerical Medical.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr P is unhappy because Clerical Medical did not follow his instruction and contract him out of the State Second Pension (S2P) for tax years 2008/09 to 2011/12.
View determination
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