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Barnett Waddingham SIPP (CAS-34951-B2T0)

Complainant: Mr E
Complaint Topic: Administration
Ref: CAS-34951-B2T0
Outcome: Not upheld
Appeal outcome: None
Respondent: Barnett Waddingham SIPP LLP
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr E’s complaint concerns the tax liabilities he incurred following the conversion of a property in the SIPP (the Property) from commercial to residential (the Conversion). He would like BW to accept that it gave him poor advice and support, and to also accept responsibility for the tax liabilities.

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