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The Suffolk Life MasterSIPP (CAS-42040-W3P6)

Complainant: Mr M
Complaint Topic: Other
Ref: CAS-42040-W3P6
Outcome: Not upheld
Appeal outcome: None
Respondent: Curtis Banks Pensions
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mr M’s complaint and no further action is required by CBP.

Complaint summary

Mr M’s complaint concerns CBP’s removal of a fee discount that he was granted when his benefits in the European Pensions Management Scheme (the Scheme) were transferred into the SIPP.

Mr M said that the fee discount should be honoured as it was stated as being a ‘permanent’ discount when it was offered to him.

View determination


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