Aviva Personal Retirement Policy (CAS-37264-N1C4)
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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