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Sun Life Flexible Policy (M00462)

Complainant: Walter William Russell
Ref: M00462
Respondent: Managers of Sun Life Flexible Transfer Plan
Type: Pension complaint or dispute
Date:

Mr Russell complains of maladministration by the managers of the Sun Life Flexible Plan in 2001. He says that when he wished to withdraw part of his pension fund: they failed to provide a ‘Retirement Benefits Illustration’ within a reasonable time after his req …

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