Old Mutual Wealth SIPP (PO-27948)
Complainant: Ms N
Complaint Topic: Administration
Ref: PO-27948
Outcome: Not upheld
Appeal outcome: None
Respondent: AJ Bell Management Limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Outcome
I do not uphold Ms N’s complaint and no further action is required by AJ Bell.
Complaint summary
There are three parts to Ms N’s complaint. First, she has complained about the quarterly administration fees that were deducted from the SIPP from December 2015 onwards (the fees). Second, she has complained about the deduction of a £180 fee from the SIPP in March 2018. Third, she has complained that it took AJ Bell over a year, to pay her the cash she had requested from the SIPP.
View determination
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