Morgan Lloyd SIPP Services Limited: Ombudsman complaint record
5 published Financial Ombudsman decisions. 40% of them went the complainant's way.
At a glance
| Decisions published | 5 |
|---|---|
| Upheld | 2 |
| Partially upheld | 0 |
| Not upheld | 3 |
| Uphold rate | 40% |
| Last 30 days | 0 |
| Last 12 months | 2 |
| First decision | 2022-09-26T00:00:00+00:00 |
| Most recent | 2026-05-08T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Investment mis-selling | 3 | 2 | 0 | 1 | 67% |
| 2 | Account administration errors | 1 | 0 | 0 | 1 | 0% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 5 | 2 | 0 | 3 | 40% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6347623 | 2026-05-08T00:00:00+00:00 | Morgan Lloyd SIPP Services Limited | pension - self-invested personal pension (SIPP) | Not upheld |
| DRN-4832081 | 2025-06-30T00:00:00+00:00 | Morgan Lloyd SIPP Services Limited | pension - SIPP (Self-Invested Personal Pension) | Upheld |
| DRN-5320048 | 2025-03-26T00:00:00+00:00 | Morgan Lloyd SIPP Services Limited | pension - SIPP (Self-Invested Personal Pension) | Upheld |
| DRN-4125920 | 2025-02-13T00:00:00+00:00 | Morgan Lloyd SIPP Services Limited | pension - SIPP (Self-Invested Personal Pension) | Not upheld |
| DRN-3354031 | 2022-09-26T00:00:00+00:00 | Morgan Lloyd SIPP Services Limited | pension | Not upheld |