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.
View determination
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