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Aegon Individual Pension Plan (CAS-53443-F0C2)

Complainant: Miss R
Complaint Topic: Fund switches
Ref: CAS-53443-F0C2
Outcome: Not upheld
Appeal outcome: None
Respondent: Aegon (Scottish Equitable plc)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Miss R has complained that Aegon’s failure to process her fund switch, which she believed had been submitted on the morning of 17 March 2020, has caused her a financial loss.

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