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North Star SIPP (PO-4355)

Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-4355
Outcome: Upheld
Respondent: Mattioli Woods plc
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld and to put matters right Mattioli Woods plc should pay redress to Mr N as directed.

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

Complaint summary

Mr N has complained that Mattioli Woods failed to ensure that three pieces of land he intended to purchase through the SIPP were not transferred despite the fact that they have applied annual charges and valuations of the land.

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