SJP told to compensate man over charges breakdown failings

In November 2022, the individual, named as Mr S, sought information on what service charges he had paid since 2010. SJP sent a "very large document" in response and directed him to his SJP partner for adviser charge information, according to the FOS final decision. When Mr S attempted to get this information from his adviser, it was not forthcoming. In May 2023, he went on to make a data subject access request (DSAR) seeking an itemised breakdown of all charges levied for all services provided by SJP since he had opened his retirement account. In response to the May 2023 letter, SJP a...