Investment Claim

If you were ever sold an investment that under-performed, you could be owed thousands of pounds in compensation.

Many were advised to take out an investment instead of a risk free savings account. Without knowing the risks, many consumers not only would have gained more in a savings account, but not actually lost their capital on the investment.

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Free, no obligation call
to discuss your options.

No policy number?

No problem, we can trace that for you.
Even if you have cashed in your policy and had no paperwork relating to the investment.

What could I be due?

If it transpires that you were mis-sold an investment product, you could be eligible for:

How do I know if my investment under-performed?

When you initially took out the investment, your advisor would have given you an indication of how much you were likely to get back. If your actual figure was below this or like many consumers you got back less than you paid in, we could well be able to get you some compensation

My investment was years ago!

Do not worry if this is you, we are able to track back through financial records and find out all the details we need to get you the compensation you deserve. Having your policy numbers will help, but we are also able to track these for you if this information is not in your possession as you may have cashed in the policy some time ago.

I can’t find any paperwork!

All we need to know is who you have invested with, more information can help, but as long as you know the provider, we can do the rest for you.

Main reasons for mis-sale

Financial institutions have been found to be guilty of selling high risk investments to consumers that do not have the knowledge or experience to take a risk with their money. Many have wanted a simple yet safe investment that gives them a small, but guaranteed return.
Many advisors in financial institutions are not always concerned with the consumer’s circumstances when giving financial advice. For instance many people when they come into a sum of money, they speak to a bank about it. The bank should be stating that paying off debt and building sufficient emergency funds should always be priories. This is not always the case.
Many consumers are never told that their investment may lose money as well as gain. This is obviously a big factor to take into consideration as most people would not invest if they realised they had any chance of losing money.

A personal service with the same claims manager looking after you throughout the claims process

A No Win No Fee Service*

A service where we aim to have the claim settled within 8 weeks

Investment Claim Facts

It does not matter if your investment is surrendered or has matured.

Regardless of whether your investment is still in force, if you have suffered financially because of the investment, you can make a complaint.

Is your investment provider no longer in business? No problem

As long as your policy was taken out after August 1988 then it is covered under the FSCS (Financial Services Compensation Scheme). This is a government body set up to deal with financial claims for providers regulated by the FCA that have ceased trading and have been declared in default.

You do not need to use a CMC to make a complaint to a lender or other compensation scheme, such as the Financial Services Compensation Scheme (FSCS). If your complaint is not successful you can refer it to the Financial Ombudsman Service (FOS) yourself fee free.

We claim against the following Investment providers plus many others

Abbey Life | Abbey National Life | Aegon | Alba Life Limited | Albany Life Assurance | Alliance & Leicester | Allied Dunbar Assurance | American Life Insurance | Aviva | AXA | AXA Equity & Law | AXA Sun Life | AXA Wealth | Bank of Scotland | Barclays | Barclays Bank | Barclays Life | Barclays Wealth | Blackhorse Life | Bradford & Bingley | Britannia Life | Britannic Assurance | Canada Life | Cannon Lincoln | Century Life | Chase De Vere | CIS | City Financial | City of Westminster Assurance | Clerical Medical | Clydesdale Bank | Co-Op Savings & Insurance Services | Co-Operative Insurance Services | Colonial Mutual | Combined Life Assurance | Commercial Union Life Assurance | Cornhill Insurance | Countrywide Assured | Crusader Insurance | Eagle Star | Friends Life | Friends Provident | GE Life | General Accident | Guardian Financial Services | Halifax | Hambro Assured | HBOS | Henderson Global Investors | Hill Samuel Life | HSBC | HSBC Investment Services | Imperial Life | Invesco Perpetual | Irish Life Assurance | Laurentian Life | Legal & General | Liberty Life | Life Association of Scotland | Lincoln Financial Group | Lincoln National | Lloyds | Lloyds TSB Life Assurance | London & Manchester | London Life Limited | Manchester Unity Assurance | Manu Life | Marine & General | Medical Sickness Society | Merchant Investors Assurance | MGM Assurance | National Mutual Life | National Mutual Life Association of Australasia | National Mutual Life Assurance | National Provincial | Nationwide | Natwest | Northern Rock | Norwich Union | Old Mutual | Pearl Assurance | Phoenix Life | Pioneer Mutual | Providence Capital | Provident Life | Provident Mutual Life Services | Prudential Assurance Company Limited | RBS | ReAssure | Refuge Assurance | Regency Life | Royal & Sun Alliance | Royal Bank of Scotland (RBS) | Royal Life | Royal Liver | Royal London | Royal Scottish Assurance | Sanlam | Santander | Save & Prosper | Scottish Amicable | Scottish Equitable | Scottish Life | Scottish Mutual | Scottish Provident | Scottish Widows | Sesame | St James's Place | St James's Place Wealth Management | Standard Life | Sun Alliance & London Assured | Sun Life Financial of Canada | Swiss Pioneer Life | The Co-Operative | TSB | United Friendly Insurance | Wesleyan Assurance Society | Windsor Life Assurance | Winterthur Life | Woolwich Life | Yorkshire Bank | Yorkshire General | Zurich Assurance

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