Step 1
Complete our simple "General Portfolio Pension Transfer" claim form above
Step 2
We'll give you a call to discuss your "General Portfolio 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 "General Portfolio Pension Transfer" claim and retrieve your refund
Many customers were told by General Portfolio 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, General Portfolio 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 General Portfolio 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 General Portfolio.
If you feel that the General Portfolio advisor gave you wrong Financial Advice with your Investment, start you claim by completing the form above.