National Mutual Life Personal Pension Plan F00766089 (Q00785)
Complainant: Mr Geoffrey Bernstein
Ref: Q00785
Respondent: GE Life (as successors to National Mutual) (the Provider)
Type: Pension complaint or dispute
Date:
Mr Bernstein says that the Provider failed to warn him that deferring the taking of benefits from the Plan beyond his Selected Retirement Date (SRD) would result in a Market Value Adjustment (MVA) being applicable. Some …