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David Whitehead & Sons Limited Small Self-Administered Scheme (CAS-35438-M6P6)

Complainant: Mr L
Complaint Topic: Other
Ref: CAS-35438-M6P6
Outcome: Not upheld
Appeal outcome: None
Respondent: Rowanmoor Executive Pensions Limited and Rowanmoor Trustees Limited
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


The complaint is not upheld against Rowanmoor because there are no grounds on which to set aside the determination made by Robert Graham & Co.

Complaint summary

Mr L has complained that Rowanmoor has failed to correctly distribute the SSAS funds on the death of his fellow trustee/member, Mr Y. In particular, he has complained that action by Rowanmoor has compromised a determination made by an independent expert engaged under the SSAS’ trust deed and rules. 

View determination


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