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Zurich Financial Services UK Pension Scheme “ZPen” (PO-26866)

Complainant: Mr L
Complaint Topic: Misquote/misinformation
Ref: PO-26866
Outcome: Not upheld
Respondent: Zurich Financial Services UK Pension Trustee Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr L’s complaint and no further action is required by the Trustee.

Complaint summary

Mr L is unhappy that the Trustee will not pay his pension benefits from his normal retirement date (NRD) in 2016. Further, he says it was not clear at the time that the option to be paid his benefits from NRD would not be available at a later date.

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