Skip to main content

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

Download

Related decisions