Transfer delays from a James Hay Sipp caused an investor to suffer from heart palpitations and anxiety, the Pensions Ombudsman has heard. The Pensions Ombudsman told the firm to pay the man, referred to as Mr R, £1,000 for the “serious distress and inconvenience”. James Hay has sin...
Despite being absolutely clear about only wishing to transfer a single holding and even being contacted by an HL agent to confirm my wishes, HL applied for a transfer of all of my BoS stock (for which BoS charge a £25 per holding fee). I was only alerted to the error when BoS (to...