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Buy Out Plan – Ex Mercer Master Trust (PO-17428)

Complainant: Mr E
Complaint Topic: Misquote/misinformation
Ref: PO-17428
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by Fidelity.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr L says Fidelity repeatedly failed to provide confirmation on his protected tax free cash entitlement, equalisation of his benefits, and to provide other information originally requested in November 2016. Fidelity also failed to administer his Plan correctly and mishandled his complaint.

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