Rees T. Coghlan (Norwich) Limited VIP Scheme (PO-29254)
Complainant: The Estate of Mr T
Complaint Topic: Death benefits
Ref: PO-29254
Outcome: Not upheld
Respondent: Phoenix Life
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mrs F’s complaint and no further action is required by Phoenix Life.
Complaint summary
Mrs F, daughter of the late Mr T and a co-executrix of his estate, believes that his pension policy owes a payment to his estate, equal to approximately ten months of arrears in pension payments. However, Phoenix Life has said that the policy was set up in arrears without proportion, so no payment is due.
View determination
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