Curtis Banks SIPP (PO-16890 and PO-17007)
Complainant: Mr A and Mr I
Complaint Topic: Administration
Ref: PO-16890 and PO-17007
Outcome: Partly upheld
Respondent: Curtis Banks Ltd
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
The applicants’ complaint against CB is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) CB should pay £750 for the additional loan interest of £750 that Mr I has incurred.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
The applicants have complained that they have been subject to poor administration and negligent advice by CB when purchasing a property for their SIPP.
View determination
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