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.
View determination
DownloadRelated decisions
- Ford Hourly Paid Contributory Pension Fund (CAS-88424-G5R6)Complainant: Mr ERespondent: The Trustees of Ford Hourly Paid Contributory Pension Fund
Mercer
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-88424-G5R6Date: - ReAssure Pension (Group Stakeholder Pension Plan) (CAS-90949-P2D1)Complainant: Mr SRespondent: ReAssureOutcome: Partly upheldComplaint Topic: Transfers: generalRef: CAS-90949-P2D1Date: