The Scottish Investment Trust SIPP (PO-22002)
Ombudsman’s Determination
Outcome
I do not uphold Mrs M’s complaint and no further action is required by A J Bell.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Mrs M complains that A J Bell, the SIT SIPP administrator, failed to invest the £29,000 net contribution which she paid into the SIT SIPP in September 2016, as instructed. As a result, AJ Bell should compensate her for any investment loss which she has incurred up to the current date.
View determination
DownloadRelated decisions
- Pension Protection Fund (CAS-87452-K9T5)Complainant: Mr RRespondent: The Board of the Pension Protection Fund (the Board)Outcome: Not upheldComplaint Topic: Misquote/misinformationRef: CAS-87452-K9T5Date:
- Aviva Staff Pension Scheme (CAS-53529-P0Z6)Complainant: Mr RRespondent: Aviva Staff Pension Trustee Limited (the Trustee)
XPS Administration (XPS)Outcome: Not upheldComplaint Topic: Misquote/misinformationRef: CAS-53529-P0Z6Date: