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Aviva Personal Retirement Policy (CAS-37264-N1C4)

Complainant: Mrs R
Complaint Topic: Benefits: refusal/failure to pay or late payment
Ref: CAS-37264-N1C4
Outcome: Partly upheld
Appeal outcome: None
Respondent: Aviva Life & Pensions UK Limited (Aviva)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mrs R’s complaint against Aviva is partly upheld. To put matters right, Aviva shall award Mrs R £500, in recognition of the significant distress and inconvenience she has suffered.

Complaint summary

Mrs R has complained about the delay in Aviva settling her retirement benefits and has questioned the date that was used to disinvest her funds. In addition, Mrs R has raised concerns about the incorrect information provided in relation to a guaranteed annuity rate (GAR) that was applicable to her benefits. 

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