Aviva Plan Number F751222467 · CAS-30097-Y7R9

CAS-30097-Y7R9

Ombudsman’s Determination Applicant: Mr Y

Scheme: Aviva Plan Number F75122/2467 (the Plan)

Respondent: Aviva UK Life (Aviva)

Outcome

Complaint summary

Background information, including submissions from the parties Background

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1 Mr Y has said that he did not receive these statements.

4 CAS-30097-Y7R9 Mr Y’s position

Adjudicator’s Opinion

2 Aviva has since written to Mr Y confirming that it had been unable to update its records in 2017 but has

since done so. 5 CAS-30097-Y7R9

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Aviva agreed to pay Mr Y the suggested £500. However, Mr Y did not accept the Adjudicator’s Opinion and the complaint was passed to me to consider. Mr Y argues that he should not have to repay the monies paid to him error because the error was made by Aviva. He says, in any event, he is not in a position to repay £23,231.42. I acknowledge Mr Y’s comments, but, I agree with the Adjudicator’s Opinion.

Ombudsman’s decision

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Therefore, I uphold Mr Y’s complaint to this extent.

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Anthony Arter Pensions Ombudsman

24 May 2022

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