AJ Bell Platinum SIPP (CAS-29013-D0P2)
Ombudsman’s Determination
Outcome
I do not uphold Mrs S’ complaint and no further action is required by AJ Bell.
Complaint summary
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.
View determination
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