Skip to main content

Phoenix Life Retirement Annuity Contract (PO-21073)

Complainant: Mr S
Complaint Topic: Misquote/misinformation
Ref: PO-21073
Outcome: Not upheld
Respondent: Phoenix Life
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr S has complained that due to the incorrect retirement quotation he received from PL, he made the decision to retire. He further complains that if PL had provided him with the correct values he would have continued to work until age 70.

View determination

Download

Related decisions