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 4269 results
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Decision Reference DRN-4648396
15 Mar 2024 Equity For Growth (Securities) Limited UpheldInvestmentsDRN-4648396 The complaint Ms B complains that she was mis-sold an investment by Equity for Growth (Securities) Limited (EforG). She says she was given misleading information about the security of the investment. What happened In June 2019, Ms B invested £25,000 into MIX Ltd loan notes. Th... (22 pages)View decision -
Decision Reference DRN-5231926
30 Dec 2024 Zurich Assurance Ltd UpheldPensions and AnnuitiesDRN-5231926 The complaint Mr B has complained about a transfer from his Zurich Assurance Ltd (Zurich) personal pension to a small, self-administered scheme (“SSAS”) in 2014. Mr B’s SSAS was subsequently used to invest in Dolphin Capital and an overseas property development – I shall ref... (19 pages)View decision -
Decision Reference DRN-5282189
13 Feb 2025 Zurich Assurance Ltd UpheldPensions and AnnuitiesDRN-5282189 The complaint Mr T has complained about a transfer of his Zurich Assurance Limited (Zurich) personal pension to a small self-administered scheme (SSAS) in August 2014. Mr T’s SSAS was subsequently used to invest in an overseas property development with The Resort Group (TRG)... (20 pages)View decision -
Decision Reference DRN2392201
23 Jan 2020 Yorsipp Limited UpheldInvestment and pensionsMs M has a self-invested personal pension (SIPP) with Yorsipp Limited. She invested in a property development scheme in Cyprus in 2008. Ms M says Yorsipp has breached the duty of care it owes her in a number of ways when it made that investment on her behalf and she claims compensation fro... (25 pages)View decision -
Decision Reference DRN2753513
23 Jan 2020 Yorsipp Limited UpheldInvestment and pensionsMr P has a self-invested personal pension (SIPP) with Yorsipp Limited. He invested in a property development scheme in Cyprus in 2007. Mr P says Yorsipp has breached the duty of care it owes him in a number of ways when it made that investment on his behalf and he claims compensation from ... (25 pages)View decision -
Decision Reference DRN-3594994
20 Oct 2022 Target Servicing Limited UpheldMortgagesDRN-3594994 The complaint Mr T complains that Target Servicing Limited wouldn’t allow him to redeem his help to buy loan, which meant that the sale of his property fell through. What happened Mr T bought a flat with the assistance of the help to buy scheme in 2012. The help to buy scheme i... (24 pages)View decision -
Decision Reference DRN-4494882
17 Jan 2024 In2 Planning Limited UpheldPensions and AnnuitiesDRN-4494882 The complaint Mr K complains that In2 Planning Limited (In2) set up a Small Self Administered Scheme (SSAS) which was then invested in RRAM Bonds, a high risk and unregulated investment. Mr K has lost the money he invested and holds In2 responsible. Mr K is represented in bring... (18 pages)View decision -
Decision Reference DRN1691329
23 Jan 2020 Yorsipp Limited UpheldInvestment and pensionsMs D has a self-invested personal pension (SIPP) with Yorsipp Limited. She invested in a property development scheme in Cyprus in early 2008. Ms D says Yorsipp has breached the duty of care it owes her in a number of ways when it made that investment on her behalf and she claims compensati... (25 pages)View decision -
Decision Reference DRN2946679
23 Jan 2020 Yorsipp Limited UpheldInvestment and pensionsMs F has a self-invested personal pension (SIPP) with Yorsipp Limited. She invested in a property development scheme in Cyprus in 2008. Ms F says Yorsipp has breached the duty of care it owes her in a number of ways when it made that investment on her behalf and she claims compensation fro... (25 pages)View decision -
Decision Reference DRN7815219
10 Jan 2017 Burlington Associates Ltd Not upheldInvestment and pensionsMr A has complained about various investments he made into the R2i schemes in 2005 and 2006. Mr A’s complaints against Burlington Associates Ltd (BAL) concern the investment he made into the R2i Special Opportunities PCC Ltd Sveti Stefan Cell in 2006.Mr A and his f... (24 pages)View decision
