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LifeSight Master Trust (CAS-77869-V8M2)

Complainant: Mr Z
Complaint Topic: Transfers: general
Ref: CAS-77869-V8M2
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr Z’s complaint and no further action is required by Fidelity

Complaint summary

Mr Z complained that delays caused by Fidelity, including inaccurate information provided by it, led to the failed transfer of the Trust and caused him a financial loss

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