How to Claim

We’ve made the process of claiming for a mis-sold investment or pension simple and hassle-free.

If you’ve been a victim of investment or pension mis-selling, we can help you pursue compensation. Our experts will handle your claim from start to finish, and if successful, we’ll aim to return your money to your bank account within the shortest possible time.

Claiming for mis-selling – 5 easy steps

1. Call our friendly team of experts

Call us on Freephone 0808 163 1659. You’ll be put straight through to one of our expert advisers. We understand that financial matters can sometimes feel a bit daunting, so you’re welcome to have a friend or family member with you when you call.

We will ask you some questions about the investment or pension and your situation, taking care to understand your particular circumstances, and explaining every part of the claims process to you carefully. If you’re not sure you qualify for a claim, don’t worry our experts are here to guide you. They’ll usually be able to determine whether you may have been mis-sold to, over the phone – and tell you if you can start a claim.

2. We’ll email you a claim form

If you can reclaim money from a mis-sold investment or pension, we'll ask your permission to start the claims process there and then. There are no long and complicated packs to complete, we usually just require your signature on a few forms which we can email to you. You can sign them using our special Electronic Signature Service – it’s really easy and your adviser will be on hand to guide you through the process. Using the email process means we can get to work on reclaiming your money the very same day.

3. Your dedicated claims expert will get in touch

We will gather all the information we need about your investments from your bank and then contact you to discuss further. Our expert adviser will prepare a detailed report with our claim for compensation. They’ll use their personal expertise in banking and investments to ensure your claim has as much chance of success as possible.

4. We’ll keep you informed

Our team will keep you informed and up-to-date at every stage along the way. We’ll contact you by phone, letter, email and text message with details of your claim, your claim progress, and any developments which may affect your claim. We want to make sure you understand every step being taken to reclaim your money from your bank.

5. Your money is paid directly to you

If your bank agrees to compensate you and pay out a settlement, we’ll notify you immediately. Your money will usually be paid directly into your bank account, and only at that point will our fee be payable. If we’re not successful in claiming, you won’t have to pay us a thing. Most successful claims are settled within 8 weeks of submission of our claim to your bank.

How to know if you've been mis-sold an investment