Have you ever had a Pension Transfer with Clerical Medical?

You could be owed £1,000s in compensation if Clerical Medical mis-sold your Pension Transfer!

You may have been mis-sold your Pension Transfer by Clerical Medical if any of the following statements are relevant to you:

  • I was encouraged by Clerical Medical to transfer my workplace pension regardless of it not being in my best interest.
  • I was not informed or given information by Clerical Medical about how my new pension plan would perform and work compared to my workplace pension plan.
  • When I changed jobs my new employer encouraged/informed me to transfer to a personal pension or suggested that I should as they did not provide a pension scheme.
  • I was not advised or told by Clerical Medical that by opting out of my company pension scheme I would lose the guaranteed benefits that were associated with my company pension scheme.
  • I was not told or told by Clerical Medical that by opting out of my company pension scheme that I would lose my employer contributions that would have been paid into my company pension scheme.
  • I felt pressured by Clerical Medical into transferring my pension even though it posed a higher risk.

Start your Clerical Medical Pension Transfer 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 "Clerical Medical Pension Transfer" claim form above

Step 2

We'll give you a call to discuss your "Clerical Medical Pension Transfer" 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 "Clerical Medical Pension Transfer" claim and retrieve your refund

Many customers were told by Clerical Medical to transfer their pension benefits from a work based pension to a private pension. In most cases these pensions would not provide any additional benefits, Clerical Medical did not tell their customers that transferring their pension would typically result in a loss of benefits such as a final salary scheme or matching contributions.

Some providers such as Clerical Medical promoted that the pension they offered would out perform the workplace pension, this would not be the case with a riskier stock based pension and the advice given to millions of clients has been condemned by the regulator of Clerical Medical.

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

If my pension transfer claim against Clerical Medical is successful, what am I entitled to?

  • A full refund of the benefits you had lost when you transferred the pension to Clerical Medical
  • Statutory 8% interest in line with guidance issued by the Financial Ombudsman

Pension transfer providers