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Barnett Waddingham Self Invested Personal Pension (CAS-30378-D3F8)

Complainant: Mrs S
Complaint Topic: Administration
Ref: CAS-30378-D3F8
Outcome: Partly upheld
Appeal outcome: None
Respondent: Barnett Waddingham LLP
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mrs S’ complaint against BW is partly upheld. To put matters right, for the part that is upheld, BW shall pay Mrs S £500, for the significant distress and inconvenience she has experienced.

Complaint summary

Mrs S has complained because she believes BW’s delay in transferring her benefits to the SIPP has resulted in her incurring a financial loss.

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