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Our Spring round-up highlights some recent complaints which have come before the Pensions Ombudsman and Financial Ombudsman Service, and reminds you of some key developments for SIPPs and SSASs (including forthcoming TLT events).
If you're a SIPP provider, SSAS professional trustee or administrator, or financial advisor, read more to find out how the Ombudsmen approach certain complaints and how best to apply those outcomes to your own business.
We focus here on determinations that highlight recurrent issues for these schemes, including good practice in transfers, conflicts and dispute management, governance, and trustee protections.
This publication is intended for general guidance and represents our understanding of the relevant law and practice as at April 2023. Specific advice should be sought for specific cases. For more information see our terms and conditions.
Date published
27 April 2023
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