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Aviva Staff Pension Scheme (CAS-42021-V5R7)

Complainant: Mr R
Complaint Topic: Misquote/misinformation
Ref: CAS-42021-V5R7
Outcome: Not upheld
Appeal outcome: None
Respondent: Aviva Staff Pension Trustee Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by Aviva.

Complaint summary

Mr R complained that he was given incorrect information by Aviva in relation to his lifetime allowance (LTA). This led him to make further pension contributions that he would not otherwise have made. 

Mr R said his pension benefits have since accrued in a tax inefficient manner. He is facing a tax charge, because once crystallised, his total benefits will exceed the LTA.

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