Scheme:
Lloyds Your Tomorrow Pension Scheme
Complainant:
Mrs R
Respondent:
1. Willis Towers Watson 2. The Trustees of the Lloyds Your Tomorrow Pension Scheme
Topic:
Misquote/misinformation
Ref:
PO-22040
Date:
Tue 10 Dec 2019
Outcome:
Not upheld

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.

View determination