Are You Eligible?
It is worth asking yourself the following questions…
If any of your answers to the questions below are of concern, then you could be entitled to make a claim. If you are unsure then please give us a call to find out how we can help.
- Did your Adviser fully explain the risks associated with your investment / pension?
- Did the Adviser keep you informed about the value of your investment and made you aware of any losses before the end of the agreed investment timescale?
- Did you fully understand how the investment product worked and what it was invested in?
- Did your Adviser seem focused on selling you one particular financial product from a single provider e.g. St. James’s Place?
- Did the Adviser make you feel like your investment would be invested in a way that it wouldn’t lose money?
- Did your Adviser lead you to believe that your investment would make money and that it was guaranteed?
- Did your Adviser understand what you wanted to achieve when you took out your financial product?
- Did you feel that you were treated fairly and that your Adviser thoroughly knew your objectives?
- Were you asked about your previous investment experience and knowledge?
- Did you feel pressured into taking out the investment or pension?
- Were you encouraged to transfer or move your funds from an existing investment into a new arrangement with a promise of higher returns?
