Andor Retirement Fund (CAS-12698-H6X8)
Ombudsman’s Determination
Outcome
I do not uphold Ms N’s complaint and no further action is required by Hornbuckle.
Complaint summary
In summary, Ms N’s complaint against Hornbuckle is that:-
· There was delay, incompetence and maladministration by Hornbuckle following her request to transfer the SIPP.
· Hornbuckle failed to issue invoices and alert her about missed rental payments, for the property held within the SIPP (the SIPP property), or the potential consequences.
· Hornbuckle failed to notify her that Stamp Duty Land Tax (SDLT) was payable on the lease for the SIPP property, or that the lease needed to be registered.
· The receiving pension provider, Mattioli Woods, told Ms N there was no reason for the transfer delay, as it was willing to accept the SIPP, despite the outstanding issues.
View determination
DownloadRelated decisions
- Ford Hourly Paid Contributory Pension Fund (CAS-88424-G5R6)Complainant: Mr ERespondent: The Trustees of Ford Hourly Paid Contributory Pension Fund
Mercer
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-88424-G5R6Date: - ReAssure Pension (Group Stakeholder Pension Plan) (CAS-90949-P2D1)Complainant: Mr SRespondent: ReAssureOutcome: Partly upheldComplaint Topic: Transfers: generalRef: CAS-90949-P2D1Date: