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AJ Bell SIPP (CAS-49346-L5Q4)

Complainant: Mrs T
Complaint Topic: Administration
Ref: CAS-49346-L5Q4
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 Mrs T’s complaint and no further action is required by AJ Bell. 

Complaint summary

Mrs T has complained that AJ Bell refused to reverse an income drawdown payment which was paid to her the day following her request. 

Mrs T wants AJ Bell to reverse the payment as a gesture of goodwill or, if this is not possible, to compensate her for the income tax she will have to pay as a result of AJ Bell’s misinterpretation of HMRC guidance.

View determination

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