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: 18 November 2021

Appeal: No

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

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).

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