Aviva Master Trust (CAS-39734-V6Z6)
Aviva
Ombudsman’s Determination
Outcome
I do not uphold Mr N’s complaint and no further action is required by the Trustee or Aviva.
Complaint summary
Mr N has complained that:-
· Aviva failed to complete the transfer of his Standard Life Additional Voluntary Contribution (AVC) fund into the Trust within a reasonable timeframe.
· This delay caused him to cancel the transfer and incur a financial loss by taking the AVC benefits as a lump sum instead.
· The Trustee offered him an award in recognition of his financial loss, then withdrew the offer.
View determination
DownloadRelated decisions
- Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)Complainant: Ms DRespondent: Scottish Friendly Assurance Society LimitedOutcome: UpheldComplaint Topic: Transfers: generalRef: CAS-90770-L3S2Date:
- Aegon UK (CAS-79272-B1B3)Complainant: Mr RRespondent: Aegon UKOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-79272-B1B3Date: