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.

Old Mutual Wealth SIPP (PO-27948)

Complainant: Ms N
Complaint Topic: Administration
Ref: PO-27948
Outcome: Not upheld
Appeal outcome: None
Respondent: AJ Bell Management Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Ms N’s complaint and no further action is required by AJ Bell.

Complaint summary

There are three parts to Ms N’s complaint. First, she has complained about the quarterly administration fees that were deducted from the SIPP from December 2015 onwards (the fees). Second, she has complained about the deduction of a £180 fee from the SIPP in March 2018. Third, she has complained that it took AJ Bell over a year, to pay her the cash she had requested from the SIPP.

View determination

Download

Related decisions

  • Selven Pension Scheme (CAS-45657-B7R7)
    Complainant: Mr R
    Respondent: Westbridge Pension Administration Limited
    Outcome: Partly upheld
    Complaint Topic: Administration
    Ref: CAS-45657-B7R7
    Date:
  • Westerby Private Pension (CAS-58612-P1X1)
    Complainant: Ms R
    Respondent: Westerby Trustee Services Limited
    Outcome: Not upheld
    Complaint Topic: Administration
    Ref: CAS-58612-P1X1
    Date:
View all decisions