ReAssure Personal Pension Plan (CAS-40374-Q1Q2)

Ombudsman’s Determination

Outcome

Dr R’s complaint is upheld and to put matters right ReAssure shall comply with the directions set out in paragraph 101 below. 

Complaint summary

Dr R’s complaint is that ReAssure incorrectly classed her contributions as employee contributions. As a result, a number of contributions attracted tax relief and investment growth that she was not entitled to. 

Dr R has also complained that ReAssure transferred the Plan to another pension provider before it had corrected her contribution history.  

She has said that due to the level of service she received from ReAssure she has suffered distress and inconvenience and is seeking an appropriate level of award.