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WRVS Group Personal Pension Plan (CAS-45439-Y1H8)

Complainant: Miss N
Complaint Topic: Misquote/misinformation
Ref: CAS-45439-Y1H8
Outcome: Not upheld
Appeal outcome: None
Respondent: Aegon
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Miss N’s complaint and no further action is required by Aegon.

Complaint summary

Miss N complained that Aegon understated the value of her plan which led her to claim a trivial commutation lump sum when she would otherwise have stayed in the Plan.

Miss N said that Aegon failed to recognise the financial detriment that she has suffered as a consequence of its error.

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