Skip to main content

Self-invested Personal Pension - The Greyfriars Preferred Retirement Account (CAS-39737-H8R7)

Complainant: Mr T
Complaint Topic: Charges/fees
Ref: CAS-39737-H8R7
Outcome: Upheld
Appeal outcome: None
Respondent: Hartley Pensions Ltd
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr T’s complaint is upheld. To put matters right, Hartley shall pay Mr T the difference between the SIPP fees it should have received since taking over the administration of the SIPP and the fees it actually received, together with interest. 

In addition, Hartley shall pay Mr T £1,000 for the serious distress and inconvenience he has suffered. 

Complaint summary

Mr T has complained that Hartley charged him excessive fees for administering the SIPP.  

View determination

Download

Related decisions

  • Suffolk Life MasterSIPP (CAS-56902-N8T8)
    Complainant: Mr T
    Respondent: Curtis Banks Pensions
    Outcome: Not upheld
    Complaint Topic: Charges/fees
    Ref: CAS-56902-N8T8
    Date:
  • Fidelity SIPP (CAS-39297-R2V2)
    Complainant: Mrs D
    Respondent: Fidelity International Ltd
    Standard Life
    Outcome: Upheld
    Complaint Topic: Charges/fees
    Ref: CAS-39297-R2V2
    Date: