David Whitehead & Sons Limited Small Self-Administered Scheme (CAS-35438-M6P6)
Ombudsman’s Determination
Outcome
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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