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Phoenix Life Retirement Annuity Contract (PO-20946)

Complainant: Mr S
Complaint Topic: Administration
Ref: PO-20946
Outcome: Not upheld
Respondent: Phoenix Life Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by Phoenix Life.

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

Complaint summary

Mr S has complained that Phoenix Life has not invested his pension fund appropriately, as other Phoenix Life funds have achieved a higher performance. He also complains that he did not receive annual statements from 2005 onwards.

View determination

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