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Alliance Trusts' Pension Plan (CAS-37375-T2X3)

Complainant: Mr L
Complaint Topic: Transfers: general
Ref: CAS-37375-T2X3
Outcome: Partly upheld
Appeal outcome: None
Respondent: Interactive Investor
AJ Bell Securities Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr L’s complaint against I Investor is partly upheld. To put matters right, I Investor shall pay Mr L £1,000, in recognition of the serious distress and inconvenience he has suffered.

Complaint summary

Mr L complained about I Investor failing to adhere to its 90-day timescale to complete his pension transfer to AJ Bell. Mr L also said that AJ Bell should have kept him better informed throughout the transfer process.

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