Step 1
Complete our simple Self Invested Personal Pension claim form above
Step 2
We'll give you a call to discuss your Self Invested Personal Pension 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 Self Invested Personal Pension claim and retrieve your refund
*A fee may be payable if a case is not pursued at the clients request once the claim has been processed by the Company (after a 14 day cooling off period expired) Our charges will be calculated by reference to the time spent by us in investigating and pursuing the Claim on your behalf up to the date the Contract ended, which shall be charged for in units of 6 minutes at the rate of £80 per hour + VAT (i.e. 10 units of 6 minutes make up 1 hour).