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