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The Fidelity Self Invested Personal Pension (CAS-66698-K5F6)

Complainant: Mr D
Complaint Topic: Transfers: general
Ref: CAS-66698-K5F6
Outcome: Not upheld
Appeal outcome: None
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr D has complained that Fidelity completed a full transfer in from a pension policy previously held with Aegon against his wishes, causing him financial detriment.

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