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
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