The Hartley Berkeley Burke PPP (CAS-50589-X9Q1)
Ombudsman’s Determination
Outcome
I do not uphold Mr R’s complaint and no further action is required by Hartley.
Complaint summary
Mr R’s complaint against Hartley is that:
· it has failed to provide a correct value of the assets in the SIPP;
· it has delayed the re-registration of assets in the name of the SIPP;
· interest payable to the SIPP bank account has been retained
· it is unclear what fees are being charged; and
· it has delayed collecting the investment maturity from Dolphin Capital (Dolphin).
View determination
DownloadRelated decisions
- Fidelity Self Invested Personal Pension (CAS-76954-G2W2)Complainant: Mr YRespondent: Fidelity InternationalOutcome: Not upheldComplaint Topic: AdministrationRef: CAS-76954-G2W2Date:
- CSC Computer Sciences Limited Pension Scheme (CAS-61854-F9L4)Complainant: Ms YRespondent: DXC Pension Trustee Limited (the Trustee)
DXC (the Company)
Mercer
Outcome: UpheldComplaint Topic: AdministrationRef: CAS-61854-F9L4Date: