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Zurich SIPP (PO-16907)

Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-16907
Outcome: Not upheld
Respondent: Zurich and Curtis Banks Ltd
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by Zurich or CB.

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

Complaint summary

Mr N has complained that Zurich/CB has refused to transfer his pension benefits in the SIPP to another provider and as a result he has missed out on the gains he would have made on the investment in the new pension scheme.

View determination

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