Transact Self-Invested Personal Pension (CAS-108335-P4M3)
Complainant: Mr E
Complaint Topic: Misquote/misinformation
Ref: CAS-108335-P4M3
Outcome: Not upheld
Respondent: Integrated Financial Arrangements Ltd
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr E’s complaint, and no further action is required by IFAL.
Complaint summary
Mr E’s complaint concerns information that his independent financial adviser (the IFA) obtained from IFAL’s online platform (the Platform) that Mr E said was misleading. He maintains that, as a result of this information, he made drawdowns from his Transact SIPP that incurred a 40% tax charge.
View determination
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