Norwich Union SIPP Client Number 96747 (78530/1)
Complainant: Mr D A Richards
Complaint Topic: Failure to provide information/act on instructions
Ref: 78530/1
Outcome: Upheld
Respondent: AVIVA.
Type: Pension complaint or dispute
Date:
Essentially, Mr Richards’ complaint is that AVIVA: failed to fully comply with his instructions given on 19 June 2008 to switch all the investments held in both the “pre-retirement” and “post-retirement” pension portfolios of the Plan into the Cash fund; having paid the maximum tax free cash lump sum of £12,258 from …
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