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Collective Retirement Account (PO-17918)

Complainant: Mr D
Complaint Topic: Death benefits
Ref: PO-17918
Outcome: Not upheld
Respondent: Old Mutual Wealth
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr D complains that OMW has not followed his late father’s intentions as set out in his will (the Will). He believes that his late father’s pension benefits should be paid to him and his two brothers, rather than his late father’s spouse.

View determination

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