Aviva Section 32 pension plan (PO-27033)
Complainant: Aviva Life & Pensions UK Limited
Complaint Topic: Misquote/misinformation
Ref: PO-27033
Outcome: Not upheld
Respondent: Mr Y
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 Aviva.
Complaint summary
Mr Y complained that Aviva (previously Sun Life) is not allowing him to take a tax-free lump sum, or early retirement, from the Plan. He said the policy document (the Policy) sets out both as options.
View determination
DownloadRelated decisions
- Principal Civil Service Pension Scheme (CAS-66472-F0T4)Complainant: Miss NRespondent: Cabinet Office
MyCSP
Outcome: Not upheldComplaint Topic: Misquote/misinformationRef: CAS-66472-F0T4Date: - Principal Civil Service Pension Scheme (CAS-49707-Q5P1)Complainant: Mr WRespondent: Cabinet Office
MyCSP
PA Consulting GroupOutcome: Not upheldComplaint Topic: Misquote/misinformationRef: CAS-49707-Q5P1Date: