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Barnett Waddingham SIPP (PO-21261)

Complainant: Mr Y
Complaint Topic: Pension liberation
Ref: PO-21261
Outcome: Not upheld
Respondent: Barnett Waddingham
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by BW.

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

Complaint summary

Mr Y has complained that BW failed to carry out sufficient due diligence when he transferred £174,000 from the SIPP to the Salmon Enterprises Pension Scheme (the Scheme).

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