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Give and Take Wholesale Limited Executive Benefits Scheme (CAS-40327-H9F0)

Complainant: Mr I
Complaint Topic: Guaranteed annuity rate
Ref: CAS-40327-H9F0
Outcome: Not upheld
Appeal outcome: None
Respondent: Aviva Life & Pensions UK Limited
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mr I’s complaint and no further action is required by Aviva.

Complaint summary

Mr I has complained that Aviva failed to send notification that he had reached the Scheme’s normal retirement age (NRA) of 60. He contends that this caused him to miss the deadline for submitting an annuity claim, in order to retain his Guaranteed Annuity Rate (GAR) entitlement.

View determination


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