AJ Bell Self Invested Personal Pension (CAS-33672-Q7J6)
Complainant: Mr M
Complaint Topic: Benefits: refusal/failure to pay or late payment
Ref: CAS-33672-Q7J6
Outcome: Not upheld
Appeal outcome: None
Respondent: AJ Bell
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Mr M’s complaint and no further action is required by AJ Bell.
Complaint summary
Mr M has complained about AJ Bell’s procedure to separate his funds, within the SIPP, into crystallised and uncrystallised funds. He argues that this leads to a lengthy, bureaucratic, and frustrating process to access his money.
View determination
DownloadRelated decisions
- Firefighter Pension Scheme 1992 (CAS-83544-R4Z8)Complainant: Mr NRespondent: Warwickshire Fire & Rescue ServiceOutcome: Not upheldComplaint Topic: Benefits: refusal/failure to pay or late paymentRef: CAS-83544-R4Z8Date:
- Local Government Pension Scheme (CAS-27442-J5K2)Complainant: Mr RRespondent: Southwark CouncilOutcome: Partly upheldComplaint Topic: Benefits: refusal/failure to pay or late paymentRef: CAS-27442-J5K2Date: