We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

The [Mr T] Sippcentre SIPP (PO-18953)

Complainant: Dr G
Complaint Topic: Death benefits
Ref: PO-18953
Outcome: Upheld
Respondent: AJ Bell Management Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Dr G’s complaint is upheld and to put matters right, AJ Bell shall reconsider its decision as to the distribution of death benefits under the Plan.

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

Complaint summary

Dr G has complained about AJ Bell’s decision not to award her any benefits under their discretionary powers in the matter of distributing death benefits from her late partner’s pension plan.

View determination

Download

Related decisions

  • Local Government Pension Scheme (CAS-105807-L9W0)
    Complainant: Mrs K
    Respondent: Lancashire County Council (LCC)
    Local Pensions Partnership Administration (LPPA)
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-105807-L9W0
    Date:
  • NHS Pension Scheme (CAS-133255-J0G0)
    Complainant: Mrs M
    Respondent: NHS Business Services Authority
    Outcome: Not upheld
    Complaint Topic: Death benefits
    Ref: CAS-133255-J0G0
    Date:
View all decisions