The James Hay SIPP (77651/1)
Complainant: Mrs L A Hines
Complaint Topic: Transfers: general
Ref: 77651/1
Outcome: Upheld
Respondent: James Hay.
Type: Pension complaint or dispute
Date:
Mrs Hines asserts that James Hay caused a delay in transferring funds from her self-invested personal pension plan (SIPP) which resulted in less funds being available for the purchase of an annuity. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld because James Hay’s act …
View determination
DownloadRelated decisions
- Phoenix Life Personal Pension Plan (CAS-56595-R8D7)Complainant: Mr HRespondent: Phoenix Life Assurance LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-56595-R8D7Date:
- (CAS-67622-R2B2)Complainant: Mr HRespondent: Trustee of the Aegon UK Staff Retirement and Death Benefit Scheme
Mercer Limited
Scottish Widows Platform, trading as Embark Investment Services limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-67622-R2B2Date: