Family Equity Plan Limited

Financial Ombudsman decision DRN1890790 Not upheld

Not upheldoutcome, as published by the Ombudsman

—no sum stated

Fri Jan 18deadline 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

Payment delayed or failed, Bereavement and power of attorney

In the Ombudsman’s words

did not carry out his instructions to transfer funds from a Halifax ISA to an AA ISAPayment delayed or failed

Mr W held a Power of Attorney (POA) for his motherBereavement and power of attorney

Source

This page summarises the Ombudsman’s published final decision. The document itself is the record: DRN1890790.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.