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AJ Bell You invest Self Invested Personal Pension (CAS-64304-R5R1)

Complainant: Mr T
Complaint Topic: Death benefits
Ref: CAS-64304-R5R1
Outcome: Not upheld
Appeal outcome: None
Respondent: AJ Bell
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

  1. I do not uphold Mr T’s complaint, and no further action is required by AJ Bell. 

Complaint summary

  1. Mr T has complained about AJ Bell’s decision not to award him any of the pension benefits from Mr S’ You invest SIPP following Mr S’ death. Mr T has said that AJ Bell has not followed the law, provided sufficient information, or properly considered the wishes of Mr S when making its decision.

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