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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:

  • Aviva repeatedly failed to answer his question regarding how he could take his benefits;

  • 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

  • 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.

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