Aegon Self Invested Personal Pension (PO-17166)
Complainant: Ms P
Complaint Topic: Transfers: general
Ref: PO-17166
Outcome: Not upheld
Respondent: Aegon Investment Solutions Ltd
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Ms P’s complaint and no further action is required by Aegon.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Ms P says Aegon disguised underperformance of two of her investment funds and mismanaged the subsequent transfer of her assets to the SIPP. She would like to be reimbursed her transfer fee and fully compensated for any shortfall in investment growth she may have suffered as a result.
View determination
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