Have you ever had an Investment with Phoenix Life?

You could be owed £1,000s in compensation if Phoenix Life mis-sold your Investment!

You may have been mis-sold your Investment by Phoenix Life if any of the following statements are relevant to you:

  • I didn't ask Phoenix Life to invest my money into the stock market where I would be subject to financial risk.
  • Phoenix Life led me to believe that I would generate a larger income from this investment.
  • Phoenix Life didn't tell me that there was a risk of losing money from my investment.
  • I feel that Phoenix Life over exaggerated how the Investment would perform compared to how it is performing right now.

Start your Phoenix Life Investment claim

You don't need to use a claims management company to assess your eligibility to make a claim(s). You are free to seek advice elsewhere and are able to proceed with your claim(s) yourself. If your claim isn't successful you can refer it to the financial ombudsman service (FOS). Alternatively, if the firm you wish to complain to are no longer trading, you can present your claim to the financial services compensation scheme.

Step 1

Complete our simple "Phoenix Life Investment" claim form above

Step 2

We'll give you a call to discuss your "Phoenix Life Investment" claim & to determine if you're eligible

Step 3

Receive pre-filled forms to sign and return to us

Step 4

Sit back and relax while we process your "Phoenix Life Investment" claim and retrieve your refund

Many customers may have been mis-sold their Investment by Phoenix Life, Investments such as PEPs, ISAs, OEICs, Bonds, UNIT TRUST, PIP & Portfolios. Phoenix Life may have misinformed customers about their Investment which were linked to the Stock Market & a majority of customers across the UK may have been put into the wrong risk category, putting more of their own money at risk.

When Phoenix Life sell an Investment they have certain rules that their advisor must abide by and if they did not follow these rules then you may be entitled to a claim.

If you feel that the Phoenix Life advisor gave you wrong Financial Advice with your Investment, start you claim by completing the form above.

How did Phoenix Life mis-sell investment products?

  • Customers may not have been put into the right risk factor by Phoenix Life that was comfortable for them.
  • Phoenix Life may not have made their customers were not advised that it takes a minimum of 5 years to see a noticeable return.
  • Phoenix Life did not make their customers aware that if they drew an income from their Investment it would put their initial money that they invested at risk.
  • If customers had any outstanding credit or debt, Phoenix Life should have advised the customer to use the extra money to clear this off first before investing into the Stock Market.

If my Investment claim against Phoenix Life is successful, what am I entitled to?

  • 8% interest plus any other compensation that may be owed for other mis-selling factors from Phoenix Life at the point of sale.
  • We will compare your current financial position to the position you would have been in had you invested your money in the right area instead of where Phoenix Life informed you to. In the event that you would have been better off we will pursue a claim for the difference against Phoenix Life.
  • Compensation interest at 8% per annum on the amount of any compensation.

Investment providers