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Guardian Self Invested Personal Pension (PO-28491)

Complainant: Mr T
Complaint Topic: Charges/fees
Ref: PO-28491
Outcome: Not upheld
Respondent: Hartley Pensions
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr T’s complaint is that:-

  • Hartley has put a nominal value of £1 on the Harlequin investment held in the SIPP.
  • Hartley has not been able to close the SIPP as Mr T requested.
  • Hartley continues to charge Mr T Annual Management Charges (AMC) which has increased since the inception of the SIPP and he wants that AMC to be refunded.

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