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