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James Hay SIPP (83792/1)

Complainant: Sir Peter Gershon
Complaint Topic: Failure to provide information/act on instructions
Ref: 83792/1
Outcome: Upheld
Respondent: James Hay and Fidelity International (Fidelity).
Type: Pension complaint or dispute
Date:

Essentially, Sir Peter Gershon’s complaint is that James Hay (as trustee and administrator of the Plan) and Fidelity (carrying out an act of administration in relation to the SIPP) delayed the completion of an investment instruction. The Deputy Pensions Ombudsman’s determination and short re …

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