Regulatory complaints data

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 October 2025 to 31 March 2026. 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 October 2025 to 31 March 2026

Brands/trading names covered: AJ Bell Investcentre, AJ Bell, AJ Bell Dodl, AJ Bell Touch, Barclays SIPP, Custody Solutions

 

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

3.98 per 1,000 policies in force

1199

1180

30.08%

69.92%

56.95%

Delays / Timescales

 

Firm name: AJ Bell Securities Limited

Group: AJ Bell plc

Period covered in this report: 1 October 2025 to 31 March 2026

Brands/trading names covered: AJ Bell Investcentre, AJ Bell, AJ Bell Dodl, AJ Bell Touch, Barclays SIPP, Custody Solutions

 

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

6.31 per 1,000 accounts

17

18

61.11%

38.89%

61.11%

Other admin errors

Decumulation and Pensions

1.02 per 1,000 policies in force

308

300

27.33%

72.67%

42.33%

Other admin errors

Investments

1.94 per 1,000 client accounts

1212

1178

33.19%

66.72%

43.72%

Other admin errors

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