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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. 

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