I'm hoping someone can offer some thoughts or advice please.
I've an account with AJ Bell. It only had my daughters Junior ISA in it until earlier this year when I asked them to collect some small workplace pensions I had strewn around and gather them into a SIPP. AJ Bell managed this reasonably well although their website didn't quite work as it should and I had to do a little work in the background. I put this down to experience.
A couple of months ago I attempted to access the SIPP and do a partial drawdown. Once again the website didn't allow me to do this. AJ Bell kindly sent me a form to fill in.
I've telephoned them earlier today and made my observations clear to their customer services department today. I've also explained to them what action I will be taking to prevent a repeat of their website failing to perform as it should. This includes
- The removal of my daughters JISA to another provider
- The removal of my small SIPP in its entirety to another provider
- Not transferring my main private pension pot to my SIPP with AJ Bell
I'm looking for a decent provider. In particular a provider whose website does what it says on the tin. I don't need to pay the earth for such a service but obviously would prefer to be able to just access my funds, all of them, through a website.
Thank you for listening
AiY(D)