Fidelity Retail Pension Scheme (CAS-82915-B7C0)
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
DownloadRelated decisions
- TPS Benefits Scheme (CAS-95270-P0X8)Complainant: Dr HRespondent: Trustees of the TPS Benefits Scheme
Buck Consulting
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-95270-P0X8Date: - GEAPS Pension Scheme (CAS-52972-R9K3)Complainant: Mr RRespondent: Mercer Limited
The Trustee of the GEAPS Pension Scheme
Outcome: Partly upheldComplaint Topic: Transfers: generalRef: CAS-52972-R9K3Date: