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Rolls-Royce Money Purchase Scheme (CAS-50863-D5X8)

Complainant: Mr N
Complaint Topic: Administration
Ref: CAS-50863-D5X8
Outcome: Not upheld
Appeal outcome: None
Respondent: Aviva Life & Pensions UK Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr N complained that Aviva refused to implement the Large Fund Discount (LFD) to his benefits once they were transferred to the Aviva Income Drawdown Account (IDA). This resulted in additional charges being applied to the IDA. An LFD is applied to larger funds and reduces the annual management charge.

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