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ReAssure Retirement Account (CAS-40059-V7L1)

Complainant: Mrs N
Complaint Topic: Benefits: refusal/failure to pay or late payment
Ref: CAS-40059-V7L1
Outcome: Not upheld
Appeal outcome: None
Respondent: ReAssure Ltd
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mrs N’s complaint and no further action is required by ReAssure.

Complaint summary

Mrs N has complained that ReAssure used the incorrect unit price date to purchase her chosen units when setting up her new Retirement Account. She would like to establish:

· when ReAssure received the completed application form;

· what date should have been used to sell and purchase the relevant units; and

· what financial loss she has suffered.

View determination


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