A "How To" Guide To Make Your Own Pension Transfer Loss Claim - it's very straightforward

Trust us - it is. If your claim for mis-advice about a pension transfer is straightforward the why wouldn't you just go ahead an do it yourself? You will save yourself fees from a firm like ours. Just follow these simple guidelines - this is our approach by the way - others may have different ideas - but these work for us!

1. Determine how to pursue your claim
There are a number of routes that you can pursue, depending upon whether your advice firm is still trading, has ceased to trade - or is still trading but has rejected your complaint. Let's look at each in turn.

2. If your advice firm is still trading
If your firm is still listed as "active" on the FCA (Financial Conduct Authority) register - which you can check on their website, then you should be able to pursue a direct claim, by complaining directly to them. They will then examine your complaint, and issue a response to you. If they rejecty your complaint - go to step 4 below!

3. If your advice firm has ceased to trade
If this is the case, as long as your advice firm was regulated by the FCA, you should be able to pursue a claim via the Financial Services Compensation Scheme (FSCS). This can be done online at their website.

4. If your advice firm rejects your claim
If, after you have complained, the advice firm issues a response rejecting your claim, you should then be able to complain to the Financial Ombudsman service (FOS), again you can get the forms at their website.

In all cases you will need to gather the evidence of exactly what happened, and when it happened. Once you present this evidence, along with your reasons to excplain why youi believe that you were mis-advised - the ball is in the other court.

We have a simple video  guide available here - or you can visit a more detailed guide page on our website - link below the video

Detailed guide - How To Claim Yourself

Good Luck!