TD SIPP (PO-10743)
Complainant: Mr L
Complaint Topic: Transfers: general
Ref: PO-10743
Outcome: Not upheld
Respondent: 1. AJ Bell Management Limited
2. The Prudential Staff Pension Scheme
2. The Prudential Staff Pension Scheme
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr L’s complaint against Prudential and no further action is required by Prudential.
Mr L’s complaint against AJ Bell is upheld. To put matters right AJ Bell should compensate Mr L for any loss of growth on his investment.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr L’s complaint is about the delay in his transfer from Prudential to a TD Self Invested Personal Pension (SIPP), administered by AJ Bell. A summary of the timeline of events is set out in the Appendix.
View determination
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