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Curtis Banks Self-Invested Personal Pension (CAS-53394-T6G2)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr S’ complaint against Curtis Banks is partly upheld. To put matters right, Curtis Banks shall pay Mr S interest on the pension contribution (the Contribution) that was transferred to Investec Wealth on 31 January 2020 (the Interest Amount).

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Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr S' complaint is upheld and, to put matters right, the Employer shall pay the missing contributions in respect of his pension and make good any shortfall in units.

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Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr I’s complaint is upheld and, to put matters right, the Employer shall pay the missing contributions in respect of his pension and make good any shortfall in units.

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Curtis Banks Self-Invested Personal Pension (CAS-53398-K6J8)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Miss E’s complaint against Curtis Banks is partly upheld.

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