Fidelity FundsNetwork Pension (CAS-74121-W6S9)
Ombudsman’s Determination
Outcome
Mr R’s complaint against Fidelity is partly upheld. To put matters right, Fidelity shall follow the actions set out in the section, “Directions”.
Mr R’s complaint against Fidelity is partly upheld. To put matters right, Fidelity shall follow the actions set out in the section, “Directions”.
I do not uphold Mr R’s complaint and no action is required by TPT.
Mr R has complained that:
I do not uphold Mr G’s complaint and no action is required by Fidelity.
I do not uphold Mr O’s complaint and no action is required by the Trustee or the Administrator.
The complaint is not upheld because the redress offered by the Trustee is in line with what I would award in the circumstances, in recognition of the severe distress and inconvenience thi
Ombudsman’s Determination