Scheme:
Fidelity FundsNetwork Pension
Complainant:
Miss E
Respondent:
Fidelity International
Topic:
Misquote/misinformation
Ref:
PO-25136
Date:
Mon 30 Sep 2019
Outcome:
Not upheld

Ombudsman’s Determination

Outcome

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

Complaint summary

Miss E complains about Fidelity’s poor administration. She claims the following:-

Fidelity was not transparent about the applicable fees.

The fees appeared to be inconsistent.

Fidelity had caused delays with a payment into the Scheme.

Fidelity had incorrectly added a beneficiary to her pension.

As a result, Miss E decided to transfer her pension from Fidelity to another provider and wanted Fidelity to cover any loss of investment opportunities.

View determination