Friends Life Group Personal Pension Fidelity Self-Invested Personal Pension
(PO-12097)
Complainant: Mr D
Complaint Topic: Transfers: general
Ref: PO-12097
Outcome: Not upheld
Respondent: 1. Fidelity Pensions Service
2. Friends Life
2. Friends Life
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr D’s complaint and no further action is required by Fidelity or Friends Life.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr D has complained that an incorrect amount was transferred to Fidelity against his wishes. Mr D has also complained that in order to raise this incorrect amount, Friends Life had to sell units that Mr D had expressly wanted to remain invested with Friends Life.
View determination
DownloadRelated decisions
- ReAssure Pension (Group Stakeholder Pension Plan) (CAS-90949-P2D1)Complainant: Mr SRespondent: ReAssureOutcome: Partly upheldComplaint Topic: Transfers: generalRef: CAS-90949-P2D1Date:
- TPS Benefits Scheme (CAS-95270-P0X8)Complainant: Dr HRespondent: Trustees of the TPS Benefits Scheme
Buck Consulting
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-95270-P0X8Date: