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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

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