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Our Summer 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 financial advisor, read more to find out how the Ombudsmen approach certain complaints and how best to apply those outcomes to your own business. With complaints about SIPPs and SSASs on the rise, we focus here on a pair of determinations in relation to investment advice, of which there have been a flurry in relation to SIPPs and we are seeing more in relation to SSASs, and a pair of death benefit cases, which continue to be tricky for trustees.
This publication is intended for general guidance and represents our understanding of the relevant law and practice as at June 2022. Specific advice should be sought for specific cases. For more information see our terms & conditions
01 July 2022