NPI Personal Pension Plan (PO-1984)
Complainant: Mr Stephen Hunt
Complaint Topic: Transfers: general
Ref: PO-1984
Outcome: Not upheld
Respondent: Phoenix Life Ltd (Phoenix)
Type: Pension complaint or dispute
Date:
Mr Hunt’s complaint against Phoenix, the administrators of the Plan, centres on the delays and problems he experienced before he transferred his entitlement. He says that the delay prevented him from making a specific investment at a particular time and so has led to a financial loss. The Deputy Pensio …
View determination
DownloadRelated decisions
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date:
- (CAS-67622-R2B2)Complainant: Mr HRespondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-67622-R2B2Date: