Suffolk Life Master SIPP (CAS-37412-G7F9)
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint and no further action is required by Curtis Banks.
Complaint summary
Mr Y’s complaint is that Curtis Banks unreasonably required his investment manager to have professional indemnity insurance cover (PI cover) in place before he could reinvest funds within his SIPP account. He believes he was treated unfairly in this regard, and as a result he missed investment opportunities which resulted in him suffering a financial loss.
View determination
DownloadRelated decisions
- CSC Computer Sciences Limited Pension Scheme (CAS-61854-F9L4)Complainant: Ms YRespondent: DXC Pension Trustee Limited (the Trustee)
DXC (the Company)
Mercer
Outcome: UpheldComplaint Topic: AdministrationRef: CAS-61854-F9L4Date: - The Aviva Self Invested Personal Pension Plan and the Aviva Commercial Property Investment provided by Curtis Banks (CAS-51876-F7Y0)Complainant: Mr TRespondent: Suffolk Life Annuities trading as Curtis BanksOutcome: Partly upheldComplaint Topic: AdministrationRef: CAS-51876-F7Y0Date: