Skip to main content

Friends Life Executive Investment Pension Plan (PO-26885)

Complainant: Mr H
Complaint Topic: Transfers: general
Ref: PO-26885
Outcome: Not upheld
Appeal outcome: None
Respondent: Aviva Life & Pensions UK Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr H’s complaint.

Complaint summary

Mr H has complained that he was unable to transfer his benefits from the Plan after his 75th birthday.

View determination

Download

Related decisions

  • Phoenix Life Personal Pension Plan (CAS-56595-R8D7)
    Complainant: Mr H
    Respondent: Phoenix Life Assurance Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-56595-R8D7
    Date:
  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date: