Cater Allen Limited: Ombudsman complaint record
45 published Financial Ombudsman decisions. 20% of them went the complainant's way.
At a glance
| Decisions published | 45 |
|---|---|
| Upheld | 6 |
| Partially upheld | 6 |
| Not upheld | 33 |
| Uphold rate | 20% |
| Last 30 days | 1 |
| Last 12 months | 8 |
| First decision | 2013-04-16T00:00:00+00:00 |
| Most recent | 2026-06-15T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Fraud reimbursement (APP scams) | 14 | 2 | 3 | 9 | 25% |
| 2 | Card / payment disputes | 8 | 0 | 0 | 8 | 0% |
| 3 | Account closure without notice | 7 | 0 | 1 | 6 | 7% |
| 4 | Service failures generally | 7 | 2 | 2 | 3 | 43% |
| 5 | Account administration errors | 4 | 1 | 0 | 3 | 25% |
| 6 | Investment mis-selling | 2 | 1 | 0 | 1 | 50% |
| 7 | ISA / savings administration | 2 | 0 | 0 | 2 | 0% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Other regulated product | 18 | 1 | 1 | 16 | 8% |
| 2 | Current account | 13 | 0 | 5 | 8 | 19% |
| 3 | Pension | 7 | 4 | 0 | 3 | 57% |
| 4 | Savings / ISA | 4 | 0 | 0 | 4 | 0% |
| 5 | Investment | 3 | 1 | 0 | 2 | 33% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6142426 | 2026-06-15T00:00:00+00:00 | Cater Allen Limited | trust account | Not upheld |
| DRN-6029569 | 2025-12-18T00:00:00+00:00 | Cater Allen Limited | business account | Not upheld |
| DRN-5981406 | 2025-11-28T00:00:00+00:00 | Cater Allen Limited | business bank account | Not upheld |
| DRN-5957496 | 2025-11-18T00:00:00+00:00 | Cater Allen Limited | current account | Partially upheld |
| DRN-5372059 | 2025-11-13T00:00:00+00:00 | Cater Allen Limited | business banking account | Not upheld |
| DRN-5816714 | 2025-11-06T00:00:00+00:00 | Cater Allen Limited | pension scheme (SSAS - Small Self-Administered Scheme) | Not upheld |
| DRN-5320082 | 2025-07-03T00:00:00+00:00 | Cater Allen Limited | business account | Not upheld |
| DRN-5102043 | 2025-06-26T00:00:00+00:00 | Cater Allen Limited | investment | Not upheld |