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Zest Projects Pension Scheme (PO-25541)

Complainant: Mr N
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-25541
Outcome: Upheld
Respondent: 1. James Hay Partnership
2. Planning Together
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld. To put matters right Planning Together shall calculate Mr N’s investment loss, in accordance with the directions set out in paragraph 73 below, and pay him £1,000 in respect of the serious distress and inconvenience caused.

In addition, James Hay shall pay Mr N £1,000 for the serious distress and inconvenience caused and also refund its transfer out fee.

Complaint summary

Mr N has complained about the length of time it took for the Scheme to be earmarked, the non-investment of his funds, and the delayed transfer to another pension provider.

 

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