Skip to main content

Carkeek Limited Managed Pension Plan (Q00091 & Q00092)

Complainant: Mr G Matthews and Mr C Pearn
Ref: Q00091 & Q00092
Respondent: Independent Trustee: HR Trustees Limited (HRTL)
Type: Pension complaint or dispute
Date:

The Applicants say that HRTL failed to wind up the Plan in a timely and cost effective manner and that HRTL’s fees and other fees authorised by HRTL are excessive. HRTL disputes the criticism and maintains that the fees incurred are justified. Some of the i …

View determination

Download

Related decisions