The Hartley Berkeley Burke PPP (CAS-50589-X9Q1)
Complainant: Mr R
Complaint Topic: Administration
Ref: CAS-50589-X9Q1
Outcome: Not upheld
Appeal outcome: None
Respondent: Hartley Pensions Ltd
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr R’s complaint and no further action is required by Hartley.
Complaint summary
Mr R’s complaint against Hartley is that:
· it has failed to provide a correct value of the assets in the SIPP;
· it has delayed the re-registration of assets in the name of the SIPP;
· interest payable to the SIPP bank account has been retained
· it is unclear what fees are being charged; and
· it has delayed collecting the investment maturity from Dolphin Capital (Dolphin).
View determination
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