Section 226 Pension Annuity Contract (PO-39753)
Ombudsman’s Determination
Outcome
I do not uphold Mrs S’ complaint and no further action is required by RL.
Complaint summary
Mrs S is unhappy that the Plan did not include a joint annuity. She has said that the Co-operative Insurance Society Limited (CIS) failed in its duty of care to make Mr S aware of this option, so that he could make provision for her after his death.
View determination
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