Aon Retirement Plan (PO-39825)
Ombudsman’s Determination
Outcome
Mr N’s complaint against the Trustee is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) the Trustee should pay Mr N £500, as previously offered, to recognise his significant distress and inconvenience.
Complaint summary
Mr N is complaining that the Trustee provided him with incorrect details of his benefits from the Plan in 2004, which he says he relied upon to make financial decisions.
View determination
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