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Hursley Hill Garage (Bristol) Limited Pension Scheme (CAS-54365-C0J9 & CAS-54368-Y5K3)

Complainant: Mr T and Mr T
Complaint Topic: Administration
Ref: CAS-54365-C0J9
Outcome: Not upheld
Respondent: Mattioli Woods plc
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold the Applicants’ complaints, and no further action is required by Mattioli Woods. 

Complaint summary

The Applicants as beneficiaries of the SSAS have raised a complaint of negligent misstatement against Mattioli Woods. They assert that their reliance on Mattioli Woods’ negligent misstatement has resulted in them suffering a detriment as the SASS has incurred a financial loss and they have also suffered distress and inconvenience.

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