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Complainant: Mrs W
Complaint Topic: Charges/fees
Ref: PO-26026
Outcome: Not upheld
Appeal outcome: None
Respondent: Mattioli Woods Plc
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mrs W’s complaint and no further action is required by Mattioli Woods.

Complaint summary

Mrs W’s complaint concerns the fees applicable to the SIPP. She believes that an incorrect charge has been applied to the SIPP, which has resulted in a financial loss. She is also concerned about potential fees that she or her beneficiaries could be charged in the future and would like Mattioli Woods to provide her with a “viable means” to leave the SIPP.

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