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The Old Boy Trust (CAS-43783-B9R4, CAS-65180-W1S8, CAS-65175-F2D7)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

The Applicants’ complaint is upheld in part, and to put matters right Hartley shall:

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Curtis Banks Self-Invested Personal Pension (CAS-53394-T6G2)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr S’ complaint against Curtis Banks is partly upheld. To put matters right, Curtis Banks shall pay Mr S interest on the pension contribution (the Contribution) that was transferred to Investec Wealth on 31 January 2020 (the Interest Amount).

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Curtis Banks Self-Invested Personal Pension (CAS-53398-K6J8)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Miss E’s complaint against Curtis Banks is partly upheld.

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