Eagle Star Personal Pension Plan (Q00521)
Complainant: Mr W Lofty
Ref: Q00521
Respondent: Zurich Assurance Ltd
Type: Pension complaint or dispute
Date:
Mr Lofty says that he was unaware that, by delaying taking the benefits from the Plan beyond the Selected Pension Date (SPD) he would incur a reduction in the fund value. He states that he was not made aware of this and he is now having to delay taking the benefits for a five-year perio …