We make decisions based on what we think is fair and reasonable, accounting for the unique circumstances of each case we receive. We anonymise our decisions and write them in a way that prevents the person or small business complaining from being identified.
This database holds all the final decisions we’ve published since 1 April 2013 under the Financial Services and Markets Act 2000, as amended by the Financial Services Act 2012.
Your search returned 464 results
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Decision Reference DRN-4711452
27 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4711452 The complaint Mr S has a self-invested personal pension (“SIPP”) with Options UK Personal Pensions LLP (“Options”), formerly Carey Pensions UK LLP (“Carey”). Mr S transferred his existing personal pensions to the SIPP to invest in a property-based investment scheme in Cape Verd... (26 pages)View decision -
Decision Reference DRN-4711080
27 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4711080 The complaint Mr L complains that Carey Pensions UK LLP (‘Carey’) (now called Options UK Personal Pensions LLP, but I’ll refer to Carey throughout for ease) failed to carry out sufficient due diligence on the investments made within his Self-Invested Personal Pension (‘SIPP’). ... (31 pages)View decision -
Decision Reference DRN-4710635
27 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4710635 The complaint Mr J has a self-invested personal pension (“SIPP”) with Options UK Personal Pensions LLP (“Options”), formerly Carey Pensions UK LLP (“Carey”). Mr J transferred three existing personal pensions to the SIPP to invest in a property-based investment scheme in Cape Ve... (27 pages)View decision -
Decision Reference DRN-4708227
26 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4708227 The complaint Mr Q complains Options UK Personal Pensions LLP (‘Options’ - formerly Carey Pensions UK LLP) failed to undertake due diligence on his application for a Self-Invested Personal Pension (‘SIPP’) and subsequent investment in an overseas property-based investment schem... (29 pages)View decision -
Decision Reference DRN-3767545
26 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3767545 The complaint Mr B has a self-invested personal pension (SIPP) with Options UK Personal Pensions LLP (formerly) Carey Pensions UK LLP (“Options”). Mr B’s complaint is that Options accepted his application to open a SIPP and invest in an overseas property-based investment arrang... (23 pages)View decision -
Decision Reference DRN-4705071
25 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4705071 The complaint Mr J has a self-invested personal pension (“SIPP”) with Options UK Personal Pensions LLP (“Options”), formerly Carey Pensions UK LLP (“Carey”). Mr J transferred his existing SIPP with another provider – Business G to an Options SIPP to invest in a property-based i... (28 pages)View decision -
Decision Reference DRN-4701678
22 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4701678 The complaint Mr A complains Options UK Personal Pensions LLP (‘Options’ - formerly Carey Pensions UK LLP) failed to undertake due diligence on his application for a Self-Invested Personal Pension (‘SIPP’) and subsequent investment in an overseas property-based investment schem... (28 pages)View decision -
Decision Reference DRN-4698481
22 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4698481 The complaint Mrs W has a self-invested personal pension (SIPP) with Options UK Personal Pensions LLP (formerly) Carey Pensions UK LLP (“Options”). Mrs W’s complaint is that Options accepted her application to open a SIPP and invest in an overseas property-based investment arra... (21 pages)View decision -
Decision Reference DRN-4701999
22 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4701999 The complaint Mr H complains that Options UK Personal Pensions LLP (‘Options’ – formerly Carey Pensions UK LLP) failed to conduct adequate due diligence on both his adviser and selected investment when it accepted his application to open a self-invested personal pension (‘SIPP’... (23 pages)View decision -
Decision Reference DRN-4621503
22 Mar 2024 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4621503 The complaint Mr R complains that Options UK Personal Pensions LLP (formerly Carey Pensions) (‘Options’) shouldn’t have accepted a transfer of his occupational pension scheme into a self-invested personal pension (‘SIPP’). What happened Around mid to late 2012, Mr R says he was... (44 pages)View decision
