We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Zurich Personal Pension Plan (PO-15526)

Complainant: Mrs T
Complaint Topic: Death benefits
Ref: PO-15526
Outcome: Upheld
Respondent: Zurich Assurance Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mrs T’s complaint is upheld and to put matters right Zurich should reconsider her application to receive the Plan death benefits and notify her of its decision, with reasons.

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

Complaint summary

Mrs T has complained that Zurich rejected her application to receive the Plan death benefits, following the death of her late husband, Mr T.

View determination

Download

Related decisions

  • NHS Pension Scheme (CAS-133255-J0G0)
    Complainant: Mrs M
    Respondent: NHS Business Services Authority
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-133255-J0G0
    Date:
  • GKN Group Pension Scheme (CAS-77483-T9R9)
    Complainant: Mr H
    Respondent: The Trustee of the GKN Group Pension Scheme
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-77483-T9R9
    Date:
View all decisions