We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Vitalpeak (1987) Executive Pension Scheme (PO-12355)

Complainant: Dr A
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-12355
Outcome: Partly upheld
Respondent: Barclays Stockbrokers Limited (BSL)
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Dr A’s complaint against BSL 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), BSL should pay £750 to Dr A for the distress and inconvenience caused to him by its maladministration.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Dr A’s complaint against BSL is about its decision to withdraw the Scheme’s share trading account, and open a Pension Trader Account (PTA) with an approved administrator, in September 2014.

View determination

Download

Related decisions

  • Cobham Pension Plan (CAS-95920-X3H4)
    Complainant: Mr E
    Respondent: The Trustees of the Cobham Pension Plan
    Outcome: Not upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-95920-X3H4
    Date:
  • NHS Pension Scheme (CAS-60994-H2H2)
    Complainant: Dr S
    Respondent: NHS Business Services Authority
    Outcome: Upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-60994-H2H2
    Date:
View all decisions