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FundsNetwork SIPP (PO-24763)

Complainant: Mr V
Complaint Topic: Administration
Ref: PO-24763
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr V complains that Fidelity caused a delay when completing his transfer request from the SIPP to Alliance Trust Savings (ATS). He also claims that he received contradictory information about the value of his benefits during that time. As a result, Mr V would like an award in recognition of the distress and inconvenience he suffered.

View determination

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