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Fidelity Retail Pension Scheme (CAS-82915-B7C0)

Complainant: Mr S
Complaint Topic: Transfers: general
Ref: CAS-82915-B7C0
Outcome: Upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and to put matters right Fidelity shall pay £1,520.80 to Mr S.

In addition, the Employer shall pay Mr S £1,000 for the serious distress and inconvenience it has caused him, taking into account any amount already paid. 

Complaint summary

Mr S has complained that Fidelity delayed the payment of his pension benefits in the 2020/2021 tax year, which has resulted in an unnecessary tax charge.

View determination

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