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Scottish Widows Personal Pension Plan (P00697)

Complainant: Mrs R M Gordon
Ref: P00697
Respondent: PENSION SCHEMES ACT 1993, PART X DETERMINATION BY THE DEPUTY PENSIONS
OMBUDSMAN Applicant Mrs R M Gordon Insurance Company Scottish Widows plc
(Scottish Widows)
Type: Pension complaint or dispute
Date:

Mrs Gordon says that Scottish Widows failed to obtain the initial annual premium for a Stakeholder personal pension policy (the “Policy” as a result of which she was unable to obtain tax relief in the Tax Year ended 5 April 2004. Some of the issues before me might be seen as complaints of maladministration whi …

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