Ombudsman's legally binding decisions

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PDFPersonal Pension Plan Decision Reference 2018-0232

Sector: Investment

Product/Service: Pension

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

Outcome: Partially upheld

All Conducts Complained Of: Failure to advise on key product/service features, Delayed or inadequate communication

Year: 2018

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