J P Morgan Ivestment Trust Pension Account (82004/2)
Complainant: Mr M Moir
Complaint Topic: Transfers: general
Ref: 82004/2
Outcome: Upheld
Respondent: Capita SIP Services (Capita) JP Morgan Asset Management (UK) Limited (JP
Morgan).
Morgan).
Type: Pension complaint or dispute
Date:
Appeal: No
Mr Moir’s complaint is that Capita and/or JP Morgan delayed the transfer (in specie and cash) of his investments in the Plan to Alliance Trust Savings Limited (ATS) The Pensions Ombudsman’s determination and short rea …
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