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-4065955
17 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4065955 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 2013, Mr P says he was contacted by a ... (40 pages)View decision -
Decision Reference DRN-3938028
17 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3938028 The complaint Mr R 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. ... (42 pages)View decision -
Decision Reference DRN-3961625
14 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3961625 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 late 2012, Mr R was approached by a re... (41 pages)View decision -
Decision Reference DRN-4199874
14 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4199874 The complaint Mr P 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 managed investment portfolio. He wants Options... (38 pages)View decision -
Decision Reference DRN-4237235
12 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4237235 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... (48 pages)View decision -
Decision Reference DRN-3861795
11 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3861795 The complaint Miss W 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 early 2012, Miss W spoke with repres... (42 pages)View decision -
Decision Reference DRN-3848275
6 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3848275 The complaint Mr M 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-3848383
6 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3848383 The complaint Mr M 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. ... (39 pages)View decision -
Decision Reference DRN-3969542
6 Jul 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-3969542 The complaint Mr W 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. ... (42 pages)View decision -
Decision Reference DRN-4211504
30 Jun 2023 Options UK Personal Pensions LLP UpheldPensions and AnnuitiesDRN-4211504 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 mid-2012, Mr S was approached by a rep... (41 pages)View decision
