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James Hay Partnership SIPP (CAS-42295-L0M7)

Complainant: Mr R
Complaint Topic: Breach of trust
Ref: CAS-42295-L0M7
Outcome: Partly upheld
Respondent: James Hay Pension Trustees Ltd
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr R’s complaint against James Hay Trustees is partly upheld. To put matters right,  James Hay Trustees shall pay £1,000 to Mr R.

Complaint summary

Mr R has complained about James Hay Trustees’ actions in relation to commercial property held within the SIPP (the Property), for the benefit of Mr R and his former business partner, Mr S. Mr R considers that James Hay Trustees mismanaged the Property and that this has caused him a financial loss.

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