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Zurich Assurance Personal Retirement Plan (PO-26565)

Complainant: Ms A
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-26565
Outcome: Not upheld
Respondent: Zurich Assurance Ltd
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Ms A’s complaint and no further action is required by Zurich.

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

Complaint summary

Ms A’s complaint concerns the settlement of her pension benefits. Ms A states that despite explaining that she wanted to receive her pension in instalments, Zurich’s acts and omissions resulted in her entire pension being paid in one payment, at a later date than anticipated.

 

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