Fidelity Self-Invested Pension Plan (PO-8391)
Complainant: Mr S
Complaint Topic: Transfers: general
Ref: PO-8391
Outcome: Not upheld
Respondent: Fidelity
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr 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 S is complaining that Fidelity caused an error and delay in the transfer of the Plan from Fidelity to Hargreaves Lansdown (HL), which resulted in a financial loss.
View determination
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