Farmwell Ltd. Retirement and Death Benefit Scheme (CAS-110685-L4N5)

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr T has raised a complaint that Aviva supplied him with inaccurate pension benefit figures on two separate occasions, which he relied upon when making his retirement plans. However, when he received his final pension benefits illustration in 2023, the amounts quoted were substantially lower than those provided in 2015 and 2019.

Mr T would like Aviva to honour the pension benefit illustrations made in 2015 and 2019, which specified that he would receive £8,981.67 per annum.