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Honeywell Retirement Plan (CAS-73456-S1Z4)

Complainant: Mr R
Complaint Topic: Failure to provide information/act on instructions
Ref: CAS-73456-S1Z4
Outcome: Not upheld
Respondent: Willis Towers Watson (WTW)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr R complained that WTW provided him with incorrect quotations on 17 December 2020 and 1 April 2021. He says that these quotations led him to believe that the value of his Plan benefits was approximately £246,000. He claims that as a result of this misinformation, he has incurred a financial loss. 

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