Phoenix Life (PO-24342)
Complainant: Mr Y
Complaint Topic: Transfers: general
Ref: PO-24342
Outcome: Not upheld
Respondent: Phoenix Life
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint and no further action is required by Phoenix.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr Y has complained because he believes Phoenix has failed to apply annual increases to his annuity. He believes he has incurred a financial loss as a result.
View determination
DownloadRelated decisions
- LifeSight Master Trust (CAS-54811-N0H7)Complainant: Mr XRespondent: Trustee of the LifeSight Master Trust,
Willis Towers WatsonOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-54811-N0H7Date: - Lindab Limited Group Stakeholder Pension Plan (CAS-82642-K3R2)Complainant: Mrs YRespondent: Royal LondonOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-82642-K3R2Date: