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Fidelity Buy Out Plan (CAS-71971-R3D6)

Complainant: Mr Y
Complaint Topic: Misquote/misinformation
Ref: CAS-71971-R3D6
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr Y’s complaint concerns the provision of incorrect information, from Fidelity, regarding the level of protected tax-free cash (PTFC) he was entitled to receive from the Plan. 

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