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 460 results
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Decision Reference DRN-3958301
27 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3958301 The complaint Mr G complains that Options UK Personal Pensions LLP (“Options” - formerly Carey Pensions) accepted a transfer payment from a defined benefits occupational pension into a self-invested personal pension (SIPP). He says, it shouldn’t have accepted introductions from... (41 pages)View decision -
Decision Reference DRN-4078059
26 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4078059 The complaint Mr M 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’). He wants to be put back into the position he would have... (41 pages)View decision -
Decision Reference DRN-4092548
26 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4092548 The complaint Mr G 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 In early 2013, Mr G was contacted by a re... (42 pages)View decision -
Decision Reference DRN-4025676
26 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4025676 The complaint Mr C complains that Options UK Personal Pensions LLP (‘Options’ - formerly Carey Pensions) accepted his application for a self-invested personal pension (SIPP). He says, it shouldn’t have accepted business from Caledonian International Associates (‘Caledonian’) - ... (41 pages)View decision -
Decision Reference DRN-4013501
26 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4013501 The complaint Mrs H complains that Options UK Personal Pensions LLP (formerly Carey Pensions) (‘Options’) shouldn’t have accepted a transfer of her occupational pension scheme into a self-invested personal pension (‘SIPP’). What happened In 2012, Mrs H says she was introduced t... (43 pages)View decision -
Decision Reference DRN-3899306
26 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3899306 The complaint Mr O complains that Options UK Personal Pensions LLP (“Options” – formerly Carey Pensions UK LLP) shouldn’t have accepted his application to transfer his occupational pension scheme into an Options self-invested personal pension (“SIPP”). He says Options failed to... (43 pages)View decision -
Decision Reference DRN-4034059
25 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4034059 The complaint Mr M complains that Options UK Personal Pensions LLP (‘Options’ – formerly Carey Pensions) shouldn’t have accepted the transfer of his defined benefit (‘DB’) pension scheme into a self-invested personal pension (‘SIPP’). The parties involved Given there were sever... (43 pages)View decision -
Decision Reference DRN-3986718
24 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3986718 The complaint Mr E complains that Options UK Personal Pensions LLP (‘Options’ – formerly Carey Pensions) shouldn’t have accepted the transfer of his defined benefit (‘DB’) pension scheme into a self-invested personal pension (‘SIPP’). The parties involved Given there were sever... (44 pages)View decision -
Decision Reference DRN-3885679
23 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3885679 The complaint Mr G complains that Options UK Personal Pensions LLP (‘Options’ – formerly Carey Pensions) shouldn’t have accepted the transfer of his defined benefit (‘DB’) pension scheme into a self-invested personal pension (‘SIPP’). The parties involved Given there were sever... (41 pages)View decision -
Decision Reference DRN-4019018
20 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4019018 The complaint Mr G complains that Options UK Personal Pensions LLP (“Options” - formerly Carey Pensions) accepted his application for a self-invested personal pension (SIPP). He says, it shouldn’t have accepted business from Caledonian International Associates (Caledonian) - an... (42 pages)View decision