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SiPP Claims Process

Sipp Claims Process

Over the last 10 years many pension holders have seen their funds transferred into a SIPP – a highly specialist investment vehicle.

Not for the faint hearted, they are generally much more expensive to run and aimed at the more sophisticated investor who are likely to have a greater capacity for loss. Unlike other schemes they also allow non-standard assets to be held within a pension, for example commercial property – ideal for business owners who can use their fund to buy their premises and benefit from zero tax on income and capital gains.

Despite that, thousands upon thousands of innocent pension holders are now the owners of SIPP’s – They have little idea as to how their pensions got there, what they’re invested in, what they’re worth now and why they’re still being billed for fees.

If this is sounding all too familiar then who do you turn to? Can you really believe what they tell you and how do you even start?

The team at Beat the Banks have worked in financial services for more years than we care to remember. We have seen the good, the bad and yes the ugly too – and if we believe you’ve been a victim of faulty, poor or even fraudulent pension advice then we’re passionate about getting your money back – we’re here to listen to your story, give you more background and tell you what can be done. After that you decide. Here’s how our process works –

  • First of all you can call our team on 01382 200474 or complete an enquiry form on our website. We know it can be difficult to talk during normal business hours, that’s why we are more than happy to arrange timed calls from 8am to 7pm weekdays and from 9am – 2pm on Saturdays.
  • During our call it’s our job to piece together the parts of the jigsaw to find out who was responsible for the initial advice and whether the business or individual was regulated at the time.
  • Then it’s finding out exactly how your pension fund was invested and identifying your SIPP provider.
  • If we believe you have suffered a loss, then it’s our job to sign post the way to compensation. This can often be against more than one party not just your SIPP provider. It can be their potential failure to apply due diligence firstly on the suitability of a SIPP and secondly on the underlying assets you then invested in.
  • Finally, remember you don’t have to use the services of a Claims Management Company – we will fully explain the different options including the free services of the Financial Ombudsman Service or the Financial Services Compensation Scheme. If you do decide to place your trust in our expertise, we will fully explain the costs involved. Be assured that if we are unable to recover compensation no fee is payable.

Beat the Banks – Protecting rights, correcting wrongs.

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