Ad-Visor Services Ltd Pension Scheme (CAS-13773-T1H8)
Complainant: Mr S
Complaint Topic: Other
Ref: CAS-13773-T1H8
Outcome: Not upheld
Appeal outcome: None
Respondent: Aviva Life and Pensions UK Limited (Aviva)
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr S’ complaint and no further action is required by Aviva.
Complaint summary
Mr S has raised the following complaints in relation to his benefits under the Plan:
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Aviva repeatedly failed to answer his question regarding how he could take his benefits;
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Aviva left him with no choice but to transfer his benefits to another provider, causing him to lose his enhanced tax-free lump sum; and
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Aviva caused delays when he transferred his benefits out of the Plan.
Mr S says he has suffered a financial and non-financial loss as a result.
View determination
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