Aviva Staff Pension Scheme (CAS-42021-V5R7)
Ombudsman’s Determination
Outcome
I do not uphold Mr R’s complaint and no further action is required by Aviva.
Complaint summary
Mr R complained that he was given incorrect information by Aviva in relation to his lifetime allowance (LTA). This led him to make further pension contributions that he would not otherwise have made.
Mr R said his pension benefits have since accrued in a tax inefficient manner. He is facing a tax charge, because once crystallised, his total benefits will exceed the LTA.
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