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 2023 to 30 September 2023. 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 2023 to 30 September 2023
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 | 3.12 per 1,000 policies in force | 666 | 674 | 41.39% | 57.57% | 51.78% | Other admin errors |
Firm name: AJ Bell Securities Limited
Group: AJ Bell plc
Period covered in this report: 1 April 2023 to 30 September 2023
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 | 0.59 per 1,000 policies in force | 121 | 129 | 17.05% | 80.62% | 37.21% | Other admin errors |
| Savings | 16 per 1,000 policies in force | 648 | 638 | 33.7% | 65.83% | 50.31% | Other admin errors |