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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.

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