AXA Sun Life Personal Pension Plan (N01146)
Complainant: Mr B C
Ref: N01146
Respondent: Mr B C Scheme AXA Sun Life Personal Pension Plan Managers AXA Sun Life plc
(AXA)
(AXA)
Type: Pension complaint or dispute
Date:
Mr C wanted to transfer his funds from AXA to Scottish Equitable. The necessary forms were received by AXA on 27 May 2003, whereupon AXA cancelled his policies. The bid prices were fixed on the next working day. However, AXA did not issue the transfer value until 13 June 2003. Because of changes to unit pr …