Phoenix Life Personal Pension Policy (PO-28963)
Complainant: Mr D
Complaint Topic: Misquote/misinformation
Ref: PO-28963
Outcome: Not upheld
Respondent: Phoenix Life Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr D’s complaint and no further action is required by Phoenix Life Limited.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr D’s complaint is that incorrect literature from Phoenix caused him to defer taking retirement benefits to his normal retirement age (NRA) of 60, in November 2018. He expected a higher terminal bonus in lieu of the pension payments that he would have received by retiring earlier.
View determination
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