Zurich SIPP (PO-16907)
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
DownloadRelated decisions
- Scottish Widows Executive Personal Pension Plan (CAS-58226-R7B1)Complainant: Miss NRespondent: Scottish WidowsOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-58226-R7B1Date:
- DHL Group Retirement Plan (CAS-93337-Y2P1)Complainant: Mr YRespondent: DHL Pensions (the Administrator); and
DHL Trustees Limited (the Trustee)
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-93337-Y2P1Date: