CSM (United Kingdom) Limited Generation Group Pension Scheme (CAS-50394-V0B0)
Complainant: Mr E
Complaint Topic: Fund switches
Ref: CAS-50394-V0B0
Outcome: Partly upheld
Respondent: Aviva
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I agree that Mr E’s complaint should be partly upheld. To put matters right for the part that is upheld, Aviva shall:
- switch the assets of Mr E’s policy back to the correct fund; and
- calculate any financial loss that Mr E has suffered as a result of the erroneous switch, and provide Mr E with a copy of its calculations, as set out below in the Directions section (paragraphs 31-32).
Complaint summary
Mr E’s complaint is that Aviva erroneously switched his fund which caused him to suffer a financial loss.
View determination
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