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AJ Bell Platinum SIPP (CAS-29013-D0P2)

Complainant: Mrs S
Complaint Topic: Other
Ref: CAS-29013-D0P2
Outcome: Not upheld
Appeal outcome: None
Respondent: AJ Bell
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


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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