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Friends Life Group Personal Pension Fidelity Self-Invested Personal Pension
(PO-12097)

Complainant: Mr D
Complaint Topic: Transfers: general
Ref: PO-12097
Outcome: Not upheld
Respondent: 1. Fidelity Pensions Service
2. Friends Life
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr D’s complaint and no further action is required by Fidelity or Friends Life.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr D has complained that an incorrect amount was transferred to Fidelity against his wishes. Mr D has also complained that in order to raise this incorrect amount, Friends Life had to sell units that Mr D had expressly wanted to remain invested with Friends Life.

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