Zurich SIPP (PO-16907)
I do not uphold Mr N’s complaint and no further action is required by Zurich or CB.
My reasons for reaching this decision are explained in more detail below.
Mr N has complained that Zurich/CB has refused to transfer his pension benefits in the SIPP to another provider and as a result he has missed out on the gains he would have made on the investment in the new pension scheme.
- Complainant: Ms YRespondent: AEGONOutcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-35871-M0Y2Date:
- Complainant: Mr ERespondent: B.S. Pension Fund Trustee Limited
Open Trustees LimitedOutcome: Not upheldComplaint Topic: Transfers: generalRef: PO-19943Date: