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