Fidelity SIPP (CAS-43777-L6Q6)
Ombudsman’s Determination
Outcome
I do not uphold Mr E’s complaint and no further action is required by Fidelity.
Complaint summary
Mr E has complained that Fidelity provided a substandard service when dealing with an in-specie transfer of his pension assets from the Fidelity SIPP to the A J Bell SIPP. He contends that:-
-
The delays attributable to Fidelity, during the transfer process, have resulted in the loss of the £125 bonus payment which A J Bell had offered him.
-
He has spent a lot of time and effort dealing with this matter for which he should be suitably compensated by Fidelity.
View determination
DownloadRelated decisions
- The Investor SIPP (CAS-54306-K6B1)Complainant: Mr RRespondent: The Trustee of the JPMC UK Retirement Plan (the Trustee)
Interactive Investor (II)
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-54306-K6B1Date: - Arla Foods Pension Plan (CAS-81540-Y0W7)Complainant: Mr NRespondent: Arla Foods Pension Plan Trustees Limited (the Trustee)
Mercer Limited
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-81540-Y0W7Date: