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Lloyds Your Tomorrow Pension Scheme (PO-22040)

Complainant: Mrs R
Complaint Topic: Misquote/misinformation
Ref: PO-22040
Outcome: Not upheld
Respondent: 1. Willis Towers Watson
2. The Trustees of the Lloyds Your Tomorrow Pension Scheme
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mrs R’s complaint and no further action is required by WTW or the Trustee.

Complaint summary

Mrs R has complained that she was led to believe she would receive a tax-free cash lump sum of £16,689.88, but she only received £12,625.02.

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