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Sun Life Financial of Canada Personal Pension Plan (CAS-54564-B8P8)

Complainant: Mrs N
Complaint Topic: Misquote/misinformation
Ref: CAS-54564-B8P8
Outcome: Partly upheld
Respondent: Sun Life Financial of Canada
Type: Pension complaint or dispute
Date:
Appeal: No

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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