M J Quinn (Integrated Services) SSAS (PO-13607)

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by AJ Bell or the Company.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

This Office has accepted three complaints brought by Mr E against the Respondents:

• The first concerns the legitimacy of the sale of a commercial property (the Property) owned by the Scheme (Complaint 1).
• The second concerns alleged “accounting adjustments” made by the Company relating to pension contributions it was due to make on Mr E’s behalf and rent due for occupation of the Property (Complaint 2).
• The third concerns allegedly forged signatures on loan documentation (Complaint 3).