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Zurich Personal Pension Plan (PO-15526)

Complainant: Mrs T
Complaint Topic: Death benefits
Ref: PO-15526
Outcome: Upheld
Respondent: Zurich Assurance Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mrs T’s complaint is upheld and to put matters right Zurich should reconsider her application to receive the Plan death benefits and notify her of its decision, with reasons.

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

Complaint summary

Mrs T has complained that Zurich rejected her application to receive the Plan death benefits, following the death of her late husband, Mr T.

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