Turning Point Scotland Group Personal Pension Plan (PO-19080)
Complainant: Mrs T
Complaint Topic: Death benefits
Ref: PO-19080
Outcome: Not upheld
Respondent: 1. Turning Point Scotland
2. Kerr Henderson (Financial Services) Limited
2. Kerr Henderson (Financial Services) Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mrs T’s complaint and no further action is required by Turning Point Scotland or Kerr Henderson (Financial Services) Limited.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
The complaint has been brought on behalf of the late Mr T’s estate. The complaint is that Mr T was not warned that taking his pension would reduce the level of life cover payable on his death.
View determination
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