Aviva Personal Pension Plan (CAS-39168-W8B3)
Complainant: Mr S
Complaint Topic: Charges/fees
Ref: CAS-39168-W8B3
Outcome: Not upheld
Appeal outcome: None
Respondent: 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 complained that:-
· Aviva’s transfer exit fees are unreasonable and unfair.
· Aviva claims on its website that it does not charge exit fees, this is misleading.
· Aviva has failed to provide a satisfactory response to his request for a detailed explanation of how it calculated the exit fee applied to his transfer value (the Exit Penalty).
View determination
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