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Credit Suisse Group (UK) Pension Fund (PO-24546)

Complainant: Mr E
Complaint Topic: Benefits: refusal/failure to pay or late payment
Ref: PO-24546
Outcome: Not upheld
Respondent: 1. Credit Suisse First Boston Trustees Ltd
2. Fidelity
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by the Trustee and Fidelity.

Complaint summary

Mr E has complained that Fidelity failed to provide information to his independent financial adviser (IFA) in a timely manner. As a consequence, Mr E says he was not able to complete his transfer from the Fund to The James Hay Personal Pension Plan inside the guarantee period.

Mr E is also unhappy with the level of service provided during the transfer process and says he continues to suffer serious distress and inconvenience because of the errors made.

View determination

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