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.