We strive to provide an excellent level of service, and always welcome any feedback or suggestions on how we can improve.
If you have a specific complaint, please get in touch with us in any of the following ways:
AJ Bell
4 Exchange Quay
Salford Quays
Manchester
M5 3EE
Tel: 0345 40 89 100
Email: enquiry@ajbell.co.uk
If you choose to make a formal complaint, we will ensure that it is investigated thoroughly, and is resolved well within the eight-week benchmark timeframe set by the Financial Conduct Authority (FCA).
The data report below shows the number of complaints we received and closed from 1 April 2024 to 30 September 2024. This data is published in a format suggested by the FCA.
Complaints publication report
Firm name: AJ Bell Management Limited
Group: AJ Bell plc
Period covered in this report: 1 April 2024 to 30 September 2024
Brands/trading names covered: AJ Bell Investcentre, AJ Bell
|
|
Number of complaints opened by volume of business |
||||||
|
Product/Service Grouping |
Provision (at reporting period end Date) |
Number of complaints opened |
Number of complaints closed |
Percentage closed within 3 days |
Percentage closed after 3 days but within 8 weeks |
Percentage upheld |
Main Cause of complaints opened |
|
Decumulation and Pensions |
4.02 per 1,000 policies in force |
955 |
963 |
43.82% |
55.76% |
50.88% |
Delays/Timescales |
Firm name: AJ Bell Securities Limited
Group: AJ Bell plc
Period covered in this report: 1 April 2024 to 30 September 2024
Brands/trading names covered: AJ Bell Investcentre, AJ Bell
|
|
Number of complaints opened by volume of business |
||||||
|
Product/Service Grouping |
Provision (at reporting period end Date) |
Number of complaints opened |
Number of complaints closed |
Percentage closed within 3 days |
Percentage closed after 3 days but within 8 weeks |
Percentage upheld |
Main Cause of complaints opened |
|
Banking and Credit Cards |
6.06 per 1,000 accounts |
19 |
19 |
42.11% |
57.89% |
36.84% |
Other admin errors |
|
Decumulation and Pensions |
0.82 per 1,000 policies in force |
191 |
196 |
27.04% |
72.96% |
59.18% |
Other admin errors |
|
Investments |
1.71 per 1,000 client accounts |
749 |
753 |
41.70% |
57.90 % |
54.32% |
Other admin errors |