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Phoenix Wealth Personal Pension Policy (PO-23228)

Complainant: Miss Y
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-23228
Outcome: Not upheld
Respondent: Phoenix Wealth
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Miss Y’s complaint and no further action is required by Phoenix.

Complaint summary

Miss Y has complained that Phoenix did not inform her that tax would be payable if she took benefits from her late father’s pension, the Policy, more than two years after his death.

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