Zurich SIPP (PO-16907)
Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-16907
Outcome: Not upheld
Respondent: Zurich and Curtis Banks Ltd
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
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.
Complaint summary
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.
View determination
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