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Mis-Sold SIPPs and Investments Mis-Sold SIPPs

When your looking to plan for your future it’s great to know that the advice you receive is based on your best interests and not that of the financial advisor. If you have lost money due to poor financial advice then let us investigate your case.

Start Your SIPP/Investment Claim

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Note: Any information you send us via this form will only be used for the purposes of processing your enquiry. It will not be used for marketing purposes or sold to third parties. View our privacy policy.

We can help you recover your money

If you felt pressured into surrendering an existing pension plan and advised to take out a SIPP by a financial advisor, which has resulted in you losing money then please contact us for more information.

No Win No Fee

We work on a no win no fee basis and you pay us nothing until you are paid.

No Cold Calling

We will never cold call you or share your data. Be comfortable in starting your claim without harassment.
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When you want to claim compensation for a mis-sold SIPP, it is often difficult to know where to start or what you need to establish to prove your case. Luckily, you’re in the right place. Our team here at Lincoln Green Solicitors Ltd are experts at unravelling these types of claims and getting the best possible outcome for you.

Many of our clients have previously trusted and relied upon information that has been given to them by their Independent Financial Advisor (IFA), or have been cold called and asked if they would be interested in having a “free pension review”. If you followed the advice of your IFA and have now lost money on an SIPP (Self Invested Personal Pension plan), please contact us to find out if we can help you claim compensation.

We have found that clients are often persuaded to surrender their existing pension plans because the advisor suggests that they can earn a better return elsewhere. Unfortunately, many clients will discover that in order to get better returns, they could be exposed to bigger risks and lose some, if not all, of their pension fund.

I was very impressed with the letter of compliant drafted by Lincoln Green Solicitors to my bank requesting a section 75 refund and pleased with the resulting offer. Lincoln Green Solicitors made is easy for me. After signing the client agreement, all I had to do was send my keys concierge paperwork to them and respond to their emails showing the progress being made. Thank you for a job well done.

Were you unfamiliar with the SIPP investment being promoted?

On some occasions our clients were unfamiliar with the IFA who is was purporting to act for them, or they may have been unfamiliar with the types of investments being promoted.

Some examples of common questionable SIPP investment ‘opportunities’ include: storage pods, car parking spaces, Ukrainian land, Brazilian rainforests, or off-plan foreign property. Even if an opportunity is advertised in a nice glossy brochure, it doesn’t guarantee that it is necessarily viable. We are aware that some SIPP providers appear to have paid little attention to where the clients money had been invested, or the suitability of the advice they were given

The north-west of the UK is scattered with partially built student accommodation and apartment blocks, where returns of 10-12% were suggested. Cape Verde and many islands in the Caribbean are populated by abandoned building sites and fields where SIPP investments in holiday accommodation were supposed to have been built – but never were.

On some occasions our clients were unfamiliar with the IFA who is was purporting to act for them, or they may have been unfamiliar with the types of investments being promoted.

Were you advised to surrender your previous pension plans by an IFA?

If you have been advised to surrender your existing pension and take out a SIPP, then we would like to hear from you. You may have placed your SIPP investments in high risk products, and the SIPP provider and/or your IFA may have acted irresponsibly.

It is the duty of the IFA and SIPP provider to determine whether you are a ‘retail’ or ‘sophisticated’ (professional) investor, your level of experience in the type of investment being offered, and the value of the monies that you currently have invested other than in your home.

It is also their responsibility to determine what the impact on you would be if you lost some (or all) of your pension fund and the level of risk that you are prepared to be exposed to.

If you have been advised to surrender your existing pension and take out a SIPP, then we would like to hear from you. You may have placed your SIPP investments in high risk products, and the SIPP provider and/or your IFA may have acted irresponsibly.

How to know if your investment or SIPP was mis-sold

The following questions can help you to figure out whether or not you have been the victim of a scam:

  • Was the IFA “pushy” or did they make frequent calls to you?
  • Did they try and befriend you – until you made the SIPP investment?
  • Were they keen to find lots of SIPP investment opportunities for you the moment you transferred your savings into an SIPP?
  • Were they offering you fantastic returns that seemed almost too good to be true?
  • Did they claim that this opportunity would only be available for a short period of time?
  • Did they claim that they had lots of other clients who were also investing in the SIPP product that they were promoting?
  • Has the IFA since stopped calling you after you made the SIPP investment and disappeared?

If the answer to any of these is ‘Yes’, it is very likely your investment was mis-sold and you could claim compensation. Please call us on 0300 303 3819, or complete the contact form, and we will respond immediately.

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We can help you recover your money

If you have been exposed to any of the above scenarios, please contact us to start your claim today...

Call us on 0300 303 3819

Beware of the ‘cold callers’ offering to help!

If you are being targeted by cold callers, chances are that your details are being illegally spread among scammers, or the callers could be associates of the original scammer. Either way, engaging a cold caller to help you pursue a claim is never the way to go.

We are here to help you; we never cold call because we trust our exceptional service and satisfied customers to do the talking for us.

Why Claim with Us?

Even if your Independent Financial Advisor or SIPP provider is no longer trading, you can still claim compensation. We are ready and eager to help you; there is no need to suffer in silence!

Our team have a long history of successfully pursuing financial claims under a ‘no win no fee’ agreement. We are highly motivated to win and will pursue your case with professionalism and efficiency as top priorities. We will always ensure that you are kept regularly updated about your case’s progress. Lincoln Green is regulated by the SRA, meaning we can be trusted to do what’s best for you.

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Deal with someone you can trust...

The Solicitors Regulation Authority (SRA) regulates Lincoln Green Solicitors therefore we have high ethical standards....

We will…

  • Keep you safe.
  • Keep your information confidential.
  • Put your best interests first.
  • Offer a "no win no fee" service in most instances.

We will not…

  • Cold call you ever!
  • Invite you to a presentation.
  • Ask you to buy another product.
  • Ask you to pay upfront fees.

Further reading from our blog

Our blog is created to help consumers make better choices, about the companies they deal with, and the products they buy....

Would you rather discuss your claim over the phone?

No problem… Give us a call now.

0300 303 3819
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Required
Required
Required
Required
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Note: Any information you send us via this form will only be used for the purposes of processing your enquiry. It will not be used for marketing purposes or sold to third parties. View our privacy policy.