Posts by csadmin

Mrs S. who had been a factory worker with Gallahers/Rothmans in Belfast transferred her pension to Prudential in January 1989 following the advice of their representative. We showed that this advice was not appropriate and she was awarded compensation of £25,734.85. Mrs S. was over joyed with the award as it allowed her to finish…

Mr H. who was a steelworker for 8 years, transferred his pension from British Steel to Sun Life (now Aviva) in June 1990. Aviva contested the claim we put forward and the matter was referred to the Financial Ombudsman. The Adjudicator on behalf of the Ombudsman found that the claim was not time barred and…

Mrs. B who worked for JR Freeman for over 10 years, transferred her pension in November 1998 to Legal & General following the advice of her advisor Braemar Financial Planning. After taking advice from Corries Solicitors we were able to show that transferring from a final salary scheme to a money purchase scheme was not…