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Fidelity SIPP (PO-27663 & PO-27879)

Complainant: Mr and Mrs N
Complaint Topic: Fund switches
Ref: PO-27663 & PO-27879
Outcome: Not upheld
Appeal outcome: None
Respondent: Fidelity International Ltd
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mr and Mrs N's complaint and no further action is required by Fidelity.

Complaint summary

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.

View determination


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