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Suffolk Life Master SIPP (CAS-37412-G7F9)

Complainant: Mr Y
Complaint Topic: Administration
Ref: CAS-37412-G7F9
Outcome: Not upheld
Appeal outcome: None
Respondent: Curtis Banks
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by Curtis Banks.

Complaint summary

Mr Y’s complaint is that Curtis Banks unreasonably required his investment manager to have professional indemnity insurance cover (PI cover) in place before he could reinvest funds within his SIPP account. He believes he was treated unfairly in this regard, and as a result he missed investment opportunities which resulted in him suffering a financial loss.

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