Ombudsman's legally binding decisions

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Last updated on 25 June 2025 with legally binding decisions up to the end of December 2024.

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Sector: Investment

Product/Service: Pension

Primary Conduct Complained Of: Advice Incorrect/Unsuitable (post sale)

Outcome: Upheld

All Conducts Complained Of: Failure to advise of options available in pension, Failure to consider vulnerability of customer

Year: 2018