Halifax Limited

Financial Ombudsman decision DRN-4020058 Not upheld

Not upheldoutcome, as published by the Ombudsman

—no sum stated

Thu May 11deadline to accept (not the decision date)

The Ombudsman does not print a decision date. The date above is the deadline the consumer was given to accept or reject the decision, which is set about a month after it was issued. It is reliable to the year, not to the month.

What this decision was about

Identity checks and access, Bereavement and power of attorney

In the Ombudsman’s words

the call handler told an executor that they couldn’t speak to her and that she needed to go into a Halifax branch to prove her identity before they could talk to her.Identity checks and access

The estate of Mrs D (the estate) complains that Halifax did not treat them fairly with the administration of Mrs D’s accounts when she passed away.Bereavement and power of attorney

Source

This page summarises the Ombudsman’s published final decision. The document itself is the record: DRN-4020058.pdf on financial-ombudsman.org.uk.

The outcome shown is the Ombudsman’s own published classification, not our reading of the text. Nothing here is legal advice, and a decision concerns only the complaint it was made about.