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Phoenix Life Personal Pension (PO-16570)

Complainant: Ms Y
Complaint Topic: Misquote/misinformation
Ref: PO-16570
Outcome: Upheld
Respondent: Phoenix Life
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Ms Y’s complaint is upheld and to put matters right Phoenix should reconsider its decision and inform her of its conclusions, with reasons.

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

Complaint summary

Ms Y’s complaint is that Phoenix rejected her application to receive a share of the death benefits arising from the Plan.

View determination

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