Phoenix Life Personal Retirement Account (PO-20255)
Complainant: Mrs D
Complaint Topic: Death benefits
Ref: PO-20255
Outcome: Upheld
Respondent: Phoenix Life (Phoenix)
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
Mrs D’s complaint is upheld and, to put matters right, Phoenix shall (1) make a fresh decision regarding whom death benefits should be paid to and (2) pay Mrs D £500 in respect of significant distress and inconvenience.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mrs D’s complaint is about Phoenix’s decision not to pay her death benefits under her late husband’s membership of the Pension and its handling of her enquiries and complaint in relation to this.
View determination
DownloadRelated decisions
- The LV Personal Pension Scheme - The Flexible Transitions Account (CAS-52503-J0P5)-Complainant: Mrs NRespondent: Liverpool Victoria Financial Services Limited, trading as Liverpool VictoriaOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-52503-J0P5Date:
- The Members of the Senedd Pension Scheme (CAS-67796-N8R4)Complainant: Mrs RRespondent: Members of the Senedd Pension Scheme Pensions BoardOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-67796-N8R4Date: