Have you ever had an Investment with The Friendly Society?

You could be owed £1,000s in compensation if The Friendly Society mis-sold your Investment!

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

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

Start your The Friendly Society 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 "The Friendly Society Investment" claim form above

Step 2

We'll give you a call to discuss your "The Friendly Society 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 "The Friendly Society Investment" claim and retrieve your refund

Many customers may have been mis-sold their Investment by The Friendly Society, Investments such as PEPs, ISAs, OEICs, Bonds, UNIT TRUST, PIP & Portfolios. The Friendly Society 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 The Friendly Society 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 The Friendly Society advisor gave you wrong Financial Advice with your Investment, start you claim by completing the form above.

How did The Friendly Society mis-sell investment products?

  • Customers may not have been put into the right risk factor by The Friendly Society that was comfortable for them.
  • The Friendly Society may not have made their customers were not advised that it takes a minimum of 5 years to see a noticeable return.
  • The Friendly Society 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, The Friendly Society 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 The Friendly Society is successful, what am I entitled to?

  • 8% interest plus any other compensation that may be owed for other mis-selling factors from The Friendly Society 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 The Friendly Society informed you to. In the event that you would have been better off we will pursue a claim for the difference against The Friendly Society.
  • Compensation interest at 8% per annum on the amount of any compensation.

Investment providers