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 469 results
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Decision Reference DRN-4079808
5 Sep 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4079808 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 Toward the end of 2012, Mr M was approach... (42 pages)View decision -
Decision Reference DRN-4089135
1 Sep 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4089135 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 schemes into a self-invested personal pension (‘SIPP’). What happened In mid-2012, Mr S was approached by a re... (43 pages)View decision -
Decision Reference DRN-3882049
1 Sep 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3882049 The complaint Mr L complains that Options UK Personal Pensions LLP (‘Options’) shouldn’t have accepted his application to transfer his defined benefit pension into a self-invested personal pension (‘SIPP’) and invest his funds in a Friends Provident International (‘FPI’) bond. ... (37 pages)View decision -
Decision Reference DRN-4009990
1 Sep 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4009990 The complaint Mr C 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 November 2012, Mr C was appr... (41 pages)View decision -
Decision Reference DRN-4285512
24 Aug 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4285512 The complaint Mr J 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 J was contacted by a re... (42 pages)View decision -
Decision Reference DRN-3953677
22 Aug 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3953677 The complaint Mr S complains that Options UK Personal Pensions LLP (‘Options’) shouldn’t have accepted his application to transfer his defined benefit pension into a self-invested personal pension (‘SIPP’) and invest his funds in an investment portfolio. He wants Options to put... (40 pages)View decision -
Decision Reference DRN-4279189
9 Aug 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4279189 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 In 2013, Mr R was contacted by a represen... (42 pages)View decision -
Decision Reference DRN-4280534
8 Aug 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4280534 The complaint Mr T 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 mid to late 2012, Mr T was a... (41 pages)View decision -
Decision Reference DRN-4279709
4 Aug 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4279709 The complaint Mr P 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 P says he was ... (43 pages)View decision -
Decision Reference DRN-3853510
3 Aug 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3853510 The complaint Mr S complains that Options UK Personal Pensions LLP (‘Options’) shouldn’t have accepted his application to transfer his defined benefit pension into a self-invested personal pension (‘SIPP’) and invest his funds in a Friends Provident International (‘FPI’) bond. ... (35 pages)View decision
