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Fidelity SIPP (PO-13050)

Complainant: Ms L
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-13050
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Ms L’s complaint and no further action is required by Fidelity

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Ms L has complained that Fidelity failed to act on her instructions, as it transferred her Self Invested Personal Pension (SIPP) from Hargreaves Lansdown (HL) in cash, rather than re-registering the funds. Ms L has said this has caused her a financial loss.

View determination

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