Lawton Trust M W Self-Directed Personal Pension Scheme (R00206)
Complainant: Mr J R Lawton
Ref: R00206
Respondent: Mattioli Woods
Type: Pension complaint or dispute
Date:
(dated) Mr Lawton complains that Mattioli Woods (MW) in their capacity as both trustee and administrator of his SIPP, allegedly failed to advise him that, by deferring his retirement until after 6 April 2006, he may have been entitled to a higher tax free cash lump sum wh …