Fidelity Buy Out Plan (CAS-71971-R3D6)
Complainant: Mr Y
Complaint Topic: Misquote/misinformation
Ref: CAS-71971-R3D6
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint, and no further action is required by Fidelity.
Complaint summary
Mr Y’s complaint concerns the provision of incorrect information, from Fidelity, regarding the level of protected tax-free cash (PTFC) he was entitled to receive from the Plan.
View determination
DownloadRelated decisions
- Local Government Pension Scheme (CAS-100717-P3Q1)Complainant: Mr GRespondent: West Northamptonshire CouncilOutcome: Partly upheldComplaint Topic: Misquote/misinformationRef: CAS-100717-P3Q1Date:
- Jacobs Douwe Egberts UK Pension Plan – Courtaulds Section (CAS-105092-J4Y1)Complainant: Mr DRespondent: Barrnett Waddingham LLP the Administrator for the PlanOutcome: Partly upheldComplaint Topic: Misquote/misinformationRef: CAS-105092-J4Y1Date: