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Minerva SIPP (PO-26050)

Complainant: Mr A
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-26050
Outcome: Not upheld
Respondent: InvestAcc Pension Administration Ltd
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr A has complained that InvestAcc should not have told him to instruct a solicitor, until it knew whether he would be able to proceed with the purchase of a property (the Property) within the SIPP.

Mr A argues that InvestAcc should have known from his initial enquiry that the SIPP would not be able to purchase the Property. As a consequence it was liable for what he now considers unnecessary solicitor and surveyor fees.

View determination

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