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Curtis Banks Self-Invested Personal Pension (CAS-53398-K6J8)

Complainant: Miss E
Complaint Topic: Administration
Ref: CAS-53398-K6J8
Outcome: Partly upheld
Respondent: Curtis Banks Ltd
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


Miss E’s complaint against Curtis Banks is partly upheld. To put matters right, Curtis Banks shall pay Miss E the amount of £70.24, together with interest to be calculated at the base rate for the time being quoted by the Bank of England between 30 January 2020 and the date of settlement.

Complaint summary

Miss E has complained that Curtis Banks caused delays in the transfer of her pension contribution from the SIPP to Investec Wealth & Investment Limited (Investec Wealth), with the result, that the investments were purchased at a later date.

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