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Equitable Life Retirement Annuity Contract (PO-518 and PO-516)

Complainant: Miss Najma Malik-Noor and Miss Naseem Malik-Noor
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-518 and PO-516
Outcome: Not upheld
Respondent: Equitable Life Assurance Society (Equitable Life)
Type: Pension complaint or dispute
Date:
Appeal: No

Miss Malik-Noor and Miss Malik-Noor both complain that Equitable Life failed to advise them that if the benefits were not paid within two years of Mr S Malik-Noor’s death then a tax charge would be levied against the death benefits. The De …

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