Phoenix Life Personal Pension Plan (CAS-56595-R8D7)
Complainant: Mr H
Complaint Topic: Transfers: general
Ref: CAS-56595-R8D7
Outcome: Not upheld
Appeal outcome: None
Respondent: Phoenix Life Assurance Limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr H’s complaint, and no further action is required by Phoenix Life.
Complaint summary
Mr H complained that Phoenix Life delayed the transfer of his pension to the receiving scheme, Elevate. As a result of the delay, he was unable to take advantage of his unused personal tax allowance for the 2019/2020 tax year.
View determination
DownloadRelated decisions
- Tyne and Wear Pension Fund - Local Government Pension Scheme (LGPS), the National Health Service Pension Scheme (NHSPS) (CAS-81099-B2P1)Complainant: Mr KRespondent: NHS West Yorkshire Integrated Care Board (ICB), formerly NHS Wakefield Clinical Commissioning Group (Wakefield CCG)Outcome: UpheldComplaint Topic: Transfers: generalRef: CAS-81099-B2P1Date:
- SCA UK Pension Plan (CAS-83019-G2S0)Complainant: Mrs NRespondent: SCA Pension Trustees LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-83019-G2S0Date: