James Hay Partnership – Self Invested Personal Pension (CAS-111306-P2J9)

Ombudsman’s Determination

Outcome

Mr S’ complaint against the Employer is partly upheld. I do not uphold Mr S’ complaint against James Hay. To put matters right for the part that should be upheld the Employer should make an award to remedy any financial loss it has caused Mr S. 

Complaint summary

Mr S has complained that the Employer incorrectly reclaimed pension contributions to the amount of £812.12 from the SIPP. He has also claimed that James Hay is at fault for accepting the refund request from the Employer without his consent. 

He would like his pension contributions to be reinstated and to be compensated for the distress and inconvenience he has suffered.