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The Lifetime Self Invested Personal Pension (PO-27496)

Complainant: Mr T
Complaint Topic: Administration
Ref: PO-27496
Outcome: Partly upheld
Respondent: Hartley Pensions Trustees Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr T’s complaint against Hartley is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld), Hartley shall pay Mr T £500 for the significant distress and inconvenience he has experienced.

Complaint Summary

Mr T complains that his election to request a buy-back option on Storefirst storage units (the Units) purchased through the SIPP was not exercised within the specified timeframe by Hartley. As a result Mr T is still paying Annual Management Charges (AMC) for the SIPP.

 

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