Phoenix Life Personal Pension Plan (CAS-41694-J9Q2)
Complainant: Ms G
Complaint Topic: Benefits: incorrect calculation
Ref: CAS-41694-J9Q2
Outcome: Not upheld
Appeal outcome: None
Respondent: Phoenix Life Limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Ms G’s complaint and no further action is required by Phoenix.
Complaint summary
Ms G complained that Phoenix unreasonably refused to provide her with a pension drawdown policy to claim her retirement benefits because she lived overseas.
View determination
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