Fidelity SIPP (PO-27663 & PO-27879)
I do not uphold Mr and Mrs N's complaint and no further action is required by Fidelity.
Mr and Mrs N's complaint is that Fidelity provided them with misleading information when they converted their investments in the Scheme from bundled into unbundled funds.
- Alliance Healthcare and Boots Retirement Savings Plan (PO-22185)Complainant: Mr KRespondent: Legal & GeneralOutcome: Not upheldComplaint Topic: Fund switchesRef: PO-22185Date:
- Citibank (UK) Pension Plan (CAS-37741-Y7G0)Complainant: Ms KRespondent: CG Pension Trustees LtdOutcome: Not upheldComplaint Topic: Fund switchesRef: CAS-37741-Y7G0Date: