AJ Bell SIPP (PO-7864)
Complainant: Mrs V
Complaint Topic: Death benefits
Ref: PO-7864
Outcome: Upheld
Respondent: AJ Bell Management Ltd
Type: Pension complaint or dispute
Date:
Complaint summary
Ms V’s complaint is about AJ Bell’s decision not to award her any death benefits under their discretionary powers in respect of Mr Philip Scott’s Self Invested Personal Pension (SIPP).
Summary of the Ombudsman’s determination and reasons
The complaint should be upheld against AJ Bell because their decision not to exercise their discretion in Ms V’s favour was flawed.
View determination
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