Hornbuckle Mitchell Self Invested Personal Pension (CAS-45577-J6B8)
Complainant: Mr D
Complaint Topic: Transfers: general
Ref: CAS-45577-J6B8
Outcome: Not upheld
Respondent: Embark Group Limited (the Administrator)
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr D’s complaint and no further action is required by Embark Group Limited
Complaint summary
Mr D complained that:
- The Administrator failed to respond to an Origo transfer request, causing avoidable paperwork to be required. It avoided answering questions about the Origo transfer.
- The Administrator failed to execute a partial transfer following sale of a share portfolio.
- The Administrator delayed the sale of an investment account, which caused a delay in executing his transfer and resulted in a financial loss.
- He suffered poor and delayed service.
- The Administrator agreed to refund fees then refused to do so.
- The Administrator failed to properly investigate his complaint or provide the timeline of events he requested.
View determination
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