Barnett Waddingham SIPP (PO-21261)
Complainant: Mr Y
Complaint Topic: Pension liberation
Ref: PO-21261
Outcome: Not upheld
Respondent: Barnett Waddingham
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint and no further action is required by BW.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr Y has complained that BW failed to carry out sufficient due diligence when he transferred £174,000 from the SIPP to the Salmon Enterprises Pension Scheme (the Scheme).
View determination
DownloadRelated decisions
- The British Steel Pension Scheme (CAS-81940-Z2S8)Complainant: Mr DRespondent: Open Trustees LimitedOutcome: Not upheldComplaint Topic: Pension liberationRef: CAS-81940-Z2S8Date:
- Aegon Flexible Pension Plan (CAS-47892-V3N2)Complainant: Mrs ERespondent: Scottish Equitable plc (Aegon)Outcome: Not upheldComplaint Topic: Pension liberationRef: CAS-47892-V3N2Date: