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Allianz Retirement and Death Benefits Fund (PO-18491)

Complainant: Mr Y
Complaint Topic: Misquote/misinformation
Ref: PO-18491
Outcome: Partly upheld
Respondent: 1. Allianz Pension Fund Trustees Limited (the Trustee)
2. Aon UK Limited (Aon)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr Y’s complaint against the Trustee and Aon is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that is upheld the Trustee shall pay Mr Y £1,000 in recognition of the significant distress and inconvenience which he has suffered in dealing with this matter.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr Y complains that the Trustee and Aon, the Scheme administrator, improperly changed his Normal Retirement Age (NRA) in the Scheme from 60 to 63.

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