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Fidelity Self Invested Personal Pension (CAS-76954-G2W2)

Complainant: Mr Y
Complaint Topic: Administration
Ref: CAS-76954-G2W2
Outcome: Not upheld
Respondent: Fidelity International
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome 

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

Complaint summary 

Mr Y has complained that Fidelity has denied him control of how and when he is able to take a withdrawal from his SIPP and that it has not processed payment of his benefits as per his instructions

He says he has been disadvantaged because of this as he has been denied an income since January 2021, which will have increased his tax liability for the subsequent tax year. 

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