We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Phoenix Life (formerly Scottish Mutual) Personal Pension (77264/1)

Complainant: Mr G Bolton
Complaint Topic: Transfers: general
Ref: 77264/1
Outcome: Not upheld
Respondent: Phoenix Life Ltd (formerly Scottish Mutual Assurance plc).
Type: Pension complaint or dispute
Date:
Appeal: No

Mr Bolton says that Scottish Mutual caused a delay in the transfer of the value of his policies with them to his annuity provider so that his annuity commenced one month later than expected, and payment of the lump sum was also late. The Pens …

View determination

Download

Related decisions

  • Phoenix Life Personal Pension Plan (CAS-56595-R8D7)
    Complainant: Mr H
    Respondent: Phoenix Life Assurance Limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-56595-R8D7
    Date:
  • (CAS-67622-R2B2)
    Complainant: Mr H
    Respondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
    Mercer Limited
    Scottish Widows Platform, trading as Embark Investment Services limited
    Outcome: Not upheld
    Complaint Topic: Transfers: general
    Ref: CAS-67622-R2B2
    Date:
View all decisions