Credit Suisse Group (UK) Pension Fund (PO-24546)
Complainant: Mr E
Complaint Topic: Benefits: refusal/failure to pay or late payment
Ref: PO-24546
Outcome: Not upheld
Respondent: 1. Credit Suisse First Boston Trustees Ltd
2. Fidelity
2. Fidelity
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 the Trustee and Fidelity.
Complaint summary
Mr E has complained that Fidelity failed to provide information to his independent financial adviser (IFA) in a timely manner. As a consequence, Mr E says he was not able to complete his transfer from the Fund to The James Hay Personal Pension Plan inside the guarantee period.
Mr E is also unhappy with the level of service provided during the transfer process and says he continues to suffer serious distress and inconvenience because of the errors made.
View determination
DownloadRelated decisions
- The Building and Civil Engineering Benefits Scheme (CAS-58506-J3R7)Complainant: Mr TRespondent: B&CE Financial Services LimitedOutcome: Not upheldComplaint Topic: Benefits: refusal/failure to pay or late paymentRef: CAS-58506-J3R7Date:
- Fidelity Funds Network Pension (CAS-65532-W1D0)Complainant: Mr LRespondent: Fidelity InternationalOutcome: Not upheldComplaint Topic: Benefits: refusal/failure to pay or late paymentRef: CAS-65532-W1D0Date: