Kwik Fit Pension Plan (PO-19959)
Ombudsman’s Determination
Outcome
I do not uphold Mrs N’s complaint and no further action is required by Aviva.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mrs N is unhappy that Friends Life, now part of Aviva, misquoted the value of her late husband’s pension policy.
She says that following the assurances of the higher value quoted to her, she made plans and incurred expenditure which she would not have done had she known the correct value of the Plan.
View determination
DownloadRelated decisions
- Local Government Pension Scheme (CAS-97000-Q9K6)Complainant: Mrs ARespondent: Surrey Pension TeamOutcome: Not upheldComplaint Topic: Misquote/misinformationRef: CAS-97000-Q9K6Date:
- Local Government Pension Scheme (CAS-73951-K5Q9)Complainant: Mrs NRespondent: Merseyside Pension Fund
School Improvement Liverpool
Liverpool City Council
Outcome: Partly upheldComplaint Topic: Misquote/misinformationRef: CAS-73951-K5Q9Date: