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Fidelity FundsNetwork Pension (CAS-80719-C0S5)

Complainant: Mrs W
Complaint Topic: Transfers: general
Ref: CAS-80719-C0S5
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mrs W’s complaint, and no further action is required by Fidelity.

Complaint summary

Mrs W complained that Fidelity delayed transferring her Flexi Access Drawdown Pension and Self-invested Personal Pension (the SIPP) to Nucleus. As a result, her funds were left out of the market longer than necessary and she lost the opportunity for investment growth during this time.

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