Sun Life Financial of Canada Personal Pension Plan (CAS-54564-B8P8)
Ombudsman’s Determination
Outcome
Mrs N’s complaint is partly upheld. To put matters right Sun Life shall pay Mrs N an additional £425 to recognise the significant distress and inconvenience its maladministration has caused.
Complaint summary
Mrs N complained about two personal pension plans (the policies) which she held with Sun Life. She said she was wrongly told the policies attracted no bonuses and based on this, transferred her benefits to another pension arrangement.
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