Browse our case studies to find out more about who we've helped, and what we've done.

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Consumer complains about advice to contract out of SERPS

We looked into Bryn's complaint as he felt the advice he was given to contract his pension out of SERPS was unsuitable and they hadn't taken certain factors into account.

Pensions

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Consumer complains that a business' delay in processing paperwork caused her annuity to start late

Wendy got in touch with us when the annuity she'd taken out started later than she intended because of a delay in paperwork being submitted to the annuity provider.

Annuities Pensions

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Consumer complains investment funds within a personal pension plan represented too high a risk

Roger came to us because he felt that the advice he was given about his personal pension plan didn't produce the results they should have.

Pensions

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Unhappy consumer because of advice to change pension type

Amir got in touch with us when an independent financial adviser told him to transfer his pension fund to another type but didn't think that the advice he was given was right.

Annuities Pensions

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Consumer is unhappy about transfer of her pension fund

Juhi came to us when she found that she was paying higher charges into the new pension type she'd been advised to transfer her pension into, and didn't think she'd been given the right advice.

Pensions Pension Transfers

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Malcolm's pension problem

Malcolm thought he'd been mis-sold a pension annuity, he contacted the business to complain but didn't agree with their answer - so asked the ombudsman service to investigate.

Annuities Pensions

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Was a work pension dispute covered?

Roger came to us to investigate when his claim for legal expenses was turned down whilst he was pursuing a dispute about his work pension.

Pensions Legal Expenses Insurance

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