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Burberry Retirement Savings Plan (PO-20786)

Complainant: Mr R
Complaint Topic: Misquote/misinformation
Ref: PO-20786
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr R’s complaint is that several parts of Fidelity’s policies and processes, in relation to income drawdown, are inadequate. He believes it should change these in various ways, so it is easier for him to exercise his preferred option.

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