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-4280817
12 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4280817 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’). What happened In 2012, Mr M says he was approached by a... (41 pages)View decision -
Decision Reference DRN-4280465
11 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4280465 The complaint Mr D complains that Options UK Personal Pensions LLP (“Options” - formerly Carey Pensions) accepted his occupational pension transfer into a self-invested personal pension (SIPP). He says, it shouldn’t have accepted the introduction from Caledonian International A... (41 pages)View decision -
Decision Reference DRN-4092400
10 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4092400 The complaint Mr S 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 or around late 2012, Mr S was contacte... (42 pages)View decision -
Decision Reference DRN-4017980
10 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4017980 The complaint Mr J 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-4386216
10 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4386216 The complaint Mr B 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... (43 pages)View decision -
Decision Reference DRN-4268605
9 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4268605 The complaint Mr S complains that Options UK Personal Pensions LLP (“Options” - formerly Carey Pensions) accepted his investment into a self-invested personal pension (SIPP) when, he says, it shouldn’t have accepted business from the business who introduced him to Options; Jack... (43 pages)View decision -
Decision Reference DRN-3884515
9 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3884515 The complaint Mr A 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... (42 pages)View decision -
Decision Reference DRN-4366746
6 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4366746 The complaint Mr S 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 the introduction f... (40 pages)View decision -
Decision Reference DRN-3966287
6 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3966287 The complaint Mr R 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... (44 pages)View decision -
Decision Reference DRN-4285540
6 Oct 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4285540 The complaint Mr S 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 Mr S says he was initially approached by ... (41 pages)View decision
