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.
- Complainant: Ms KRespondent: CG Pension Trustees LtdOutcome: Not upheldComplaint Topic: Fund switchesRef: CAS-37741-Y7G0Date:
- Complainant: Mr SRespondent: JLT Benefit Solutions Ltd
Trustees of the Santander (UK) Group Pension SchemeOutcome: Partly upheldComplaint Topic: Fund switchesRef: CAS-32468-H7M3Date: