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Zurich Flexible Drawdown Plan (PO-16780)

Complainant: Mrs T
Complaint Topic: Death benefits
Ref: PO-16780
Outcome: Not upheld
Respondent: James Hay Partnership
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mrs T’s complaint arises because JHP rejected her application to receive 100% of the Plan death benefits following the death of her husband, Mr T, who was the member.

View determination

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