Fidelity International Pension Plan (CAS-82895-Q6X0)

Complainant: Mr G

Complaint Topic: Transfers: general

Ref: CAS-82895-Q6X0

Outcome: Not upheld

Respondent: Fidelity International

Type: Pension complaint or dispute

Date: 29 January 2024

Appeal: No

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

Mr G has complained about the transfer of his pension from ReAssure into the Plan. He says:-

Fidelity did not make him aware by post or email that his transfer had completed in April 2021. As a result, his pension remained uninvested for five months.
Fidelity’s failure to tell him that his transfer had completed caused him a financial loss of between £8,000 and £10,000.

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