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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
Appeal: No

Ombudsman’s Determination


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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