Phoenix Life Personal Pension (CAS-40379-N1V1)
Complainant: Mr T
Complaint Topic: Pension liberation
Ref: CAS-40379-N1V1
Outcome: Not upheld
Respondent: Phoenix Life Limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr T’s complaint and no further action is required by
Complaint summary
Mr T has complained that Phoenix wrongly permitted a transfer of his benefits under the Plan to the Optimum Retirement Benefit Plan (the Optimum Scheme). Mr T is concerned that, as a consequence, all his pension funds have been lost. He would like to be put back into the position he would have been in had Phoenix not allowed the transfer.
View determination
DownloadRelated decisions
- Countrywide Assured PLC (CAS-40443-K6C7)Complainant: Ms YRespondent: Countrywide Assured
Countrywide Assured Trustee Company Limited
Outcome: Partly upheldComplaint Topic: Pension liberationRef: CAS-40443-K6C7Date: - RHM Pension Scheme (CAS-48913-Q9L9)Complainant: Mr NRespondent: Trustees of the RHM Pension SchemeOutcome: Not upheldComplaint Topic: Pension liberationRef: CAS-48913-Q9L9Date: