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Aviva Personal Pension Plan (CAS-101572-H8S9)

Complainant: Mr S
Complaint Topic: Misquote/misinformation
Ref: CAS-101572-H8S9
Outcome: Not upheld
Respondent: Aviva
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr S complained that Aviva told him that his regular annual statements did not include a final bonus, and that a final bonus would be added when his policy matured. However, when he came to take his benefits, he was informed that the final bonus was already included in his annual statements. 

Mr S asked to receive the final bonus he was expecting, amounting to approximately £40,000. 

View determination

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