Halifax SIPP (PO-13793)
Complainant: Mr Y
Complaint Topic: Transfers: general
Ref: PO-13793
Outcome: Not upheld
Respondent: AJ Bell Management Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr Y’s complaint and no further action is required by AJ Bell.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mr Y is complaining that AJ Bell arranged a transfer from Standard Life Limited (Standard Life), however, the transfer was made in cash instead of in specie as he requested. Mr Y believes he has suffered a loss because of this.
View determination
DownloadRelated decisions
- ReAssure Pension (Group Stakeholder Pension Plan) (CAS-90949-P2D1)Complainant: Mr SRespondent: ReAssureOutcome: Partly upheldComplaint Topic: Transfers: generalRef: CAS-90949-P2D1Date:
- TPS Benefits Scheme (CAS-95270-P0X8)Complainant: Dr HRespondent: Trustees of the TPS Benefits Scheme
Buck Consulting
Outcome: Not upheldComplaint Topic: Transfers: generalRef: CAS-95270-P0X8Date: