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AJ Bell Investcentre SIPP (PO-17946)

Complainant: Mr E
Complaint Topic: Misquote/misinformation
Ref: PO-17946
Outcome: Upheld
Respondent: AJ Bell Investcentre
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr E’s complaint is upheld and to put matters right AJ Bell shall carry out a financial loss calculation in order to provide Mr E with fair redress. AJ Bell shall also pay Mr E £500 in recognition of the significant distress and inconvenience he has experienced.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr E complains that AJ Bell did not properly process a contribution he made to the SIPP, resulting in a loss of investment opportunity.

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