Pilgrim SIPP (PO-26026)
I do not uphold Mrs W’s complaint and no further action is required by Mattioli Woods.
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.
- Fidelity SIPP (CAS-39297-R2V2)Complainant: Mrs DRespondent: Fidelity International Ltd
Standard LifeOutcome: UpheldComplaint Topic: Charges/feesRef: CAS-39297-R2V2Date:
- Aviva Personal Pension Plan (CAS-39168-W8B3)Complainant: Mr SRespondent: AvivaOutcome: Not upheldComplaint Topic: Charges/feesRef: CAS-39168-W8B3Date: