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Workhead Limited Employee Benefits Plan (78972/2)

Complainant: Mrs C Crosby
Complaint Topic: Failure to provide information/act on instructions
Ref: 78972/2
Outcome: Partly upheld
Respondent: Windsor Life Assurance Co Ltd (Windsor Life).
Type: Pension complaint or dispute
Date:
Appeal: No

Mrs Crosby complains that Windsor Life did not provide her with a retirement quotation on a timely basis before her Selected Retirement Date (SRD) of 25 August 2008, her 60th birthday. As a consequence of this failure, she says that she has n …

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