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Aviva Personal Pension Plan (CAS-69704-Z0J8)

Complainant: Mr N
Complaint Topic: Transfers: general
Ref: CAS-69704-Z0J8
Outcome: Partly upheld
Appeal outcome: None
Respondent: Aviva Life & Pensions UK Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr N's complaint against Aviva is partly upheld. To put matters right, Aviva shall pay £500 to Mr N.

Complaint summary

Mr N complained that a transfer payment of £6,585.13 to his bank account was rejected multiple times. Mr N has said that Aviva delayed in identifying and communicating about this with him and his financial adviser (the IFA) and as a result he suffered financial loss because of a lack of investment opportunity.

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