Burberry Retirement Savings Plan (PO-20786)
Ombudsman’s Determination
Outcome
I do not uphold Mr R’s complaint and no further action is required by Fidelity.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr R’s complaint is that several parts of Fidelity’s policies and processes, in relation to income drawdown, are inadequate. He believes it should change these in various ways, so it is easier for him to exercise his preferred option.
View determination
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