Transact Self-Invested Personal Pension (CAS-108335-P4M3)
Ombudsman’s Determination
Outcome
I do not uphold Mr E’s complaint, and no further action is required by IFAL.
Complaint summary
Mr E’s complaint concerns information that his independent financial adviser (the IFA) obtained from IFAL’s online platform (the Platform) that Mr E said was misleading. He maintains that, as a result of this information, he made drawdowns from his Transact SIPP that incurred a 40% tax charge.
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