AJ Bell Platinum SIPP (CAS-29013-D0P2)
I do not uphold Mrs S’ complaint and no further action is required by AJ Bell.
Mrs S has complained that AJ Bell delayed calculating her available tax free cash, otherwise known as a pension commencement lump sum (PCLS), from the SIPP.
Mrs S has argued that this delay forced her to take an income payment from the SIPP instead, which resulted in an unnecessary tax charge.
- Complainant: Mr NRespondent: AJ Bell Management LimitedOutcome: Not upheldComplaint Topic: OtherRef: PO-28826Date:
- Complainant: Mr D, Mr McR, Mr Y, Mr W, Mr R, Mr NS and Mr S (the Applicants)Respondent: PNPF Trust Company LimitedOutcome: Not upheldComplaint Topic: OtherRef: CAS-27382-Q6L3Date: