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Phoenix Life Personal Pension (CAS-40379-N1V1)

Complainant: Mr T
Complaint Topic: Pension liberation
Ref: CAS-40379-N1V1
Outcome: Not upheld
Respondent: Phoenix Life Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr T has complained that Phoenix wrongly permitted a transfer of his benefits under the Plan to the Optimum Retirement Benefit Plan (the Optimum Scheme). Mr T is concerned that, as a consequence, all his pension funds have been lost. He would like to be put back into the position he would have been in had Phoenix not allowed the transfer.

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