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Prudential Pension Plan (PO-17199)

Complainant: Mr S
Complaint Topic: Misquote/misinformation
Ref: PO-17199
Outcome: Not upheld
Respondent: Prudential Assurance Company
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by Prudential

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr S has complained that Prudential will not allow him to take a second cash lump sum from the Plan. This is because he has already taken the tax free cash lump sum from the Plan, and is now receiving an annuity.

View determination

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