Minerva SIPP (PO-26050)
Ombudsman’s Determination
Outcome
I do not uphold Mr A’s complaint and no further action is required by InvestAcc.
Complaint summary
Mr A has complained that InvestAcc should not have told him to instruct a solicitor, until it knew whether he would be able to proceed with the purchase of a property (the Property) within the SIPP.
Mr A argues that InvestAcc should have known from his initial enquiry that the SIPP would not be able to purchase the Property. As a consequence it was liable for what he now considers unnecessary solicitor and surveyor fees.
View determination
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