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Marine & General Mutual Personal Pension (PO-24659)

Complainant: Mr R
Complaint Topic: Misquote/misinformation
Ref: PO-24659
Outcome: Not upheld
Respondent: Scottish Friendly Assurance Society Ltd (SF)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by SF.

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

Complaint summary

Mr R has complained about the tax code being used by SF when paying his annuity. Mr R has also complained that SF has not issued him with statements and has failed to adequately respond to his requests for information.

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