QUILTER FINANCIAL SERVICES LIMITED: Ombudsman complaint record
46 published Financial Ombudsman decisions. 38% of them went the complainant's way.
At a glance
| Decisions published | 46 |
|---|---|
| Upheld | 15 |
| Partially upheld | 5 |
| Not upheld | 26 |
| Uphold rate | 38% |
| Last 30 days | 1 |
| Last 12 months | 46 |
| First decision | 2025-07-23T00:00:00+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 | Pension transfer advice | 25 | 7 | 1 | 17 | 30% |
| 2 | General financial advice | 7 | 1 | 1 | 5 | 21% |
| 3 | Investment mis-selling | 4 | 2 | 1 | 1 | 62% |
| 4 | Account administration errors | 2 | 1 | 0 | 1 | 50% |
| 5 | Service failures generally | 2 | 1 | 0 | 1 | 50% |
| 6 | Card / payment disputes | 1 | 1 | 0 | 0 | 100% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 35 | 11 | 2 | 22 | 34% |
| 2 | Investment | 6 | 2 | 2 | 2 | 50% |
| 3 | Other regulated product | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6309068 | 2026-06-15T00:00:00+00:00 | Quilter Financial Services Limited | financial advice service / pension advice | Partially upheld |
| DRN-6319165 | 2026-05-07T00:00:00+00:00 | Quilter Financial Services Limited | pension | Upheld |
| DRN-6325177 | 2026-04-29T00:00:00+00:00 | Quilter Financial Services Limited | pension | Not upheld |
| DRN-6273559 | 2026-04-24T00:00:00+00:00 | Quilter Financial Services Limited | pension - defined benefit transfer | Upheld |
| DRN-6300071 | 2026-04-17T00:00:00+00:00 | Quilter Financial Services Limited | pension | Partially upheld |
| DRN-6158612 | 2026-03-27T00:00:00+00:00 | QUILTER FINANCIAL SERVICES LIMITED | investment bond (offshore bond held within a Loan Trust) | Not upheld |
| DRN-6201755 | 2026-03-26T00:00:00+00:00 | QUILTER FINANCIAL SERVICES LIMITED | pension | Not upheld |
| DRN-6253290 | 2026-03-26T00:00:00+00:00 | QUILTER FINANCIAL SERVICES LIMITED | pension | Not upheld |