Great news for expats who have transferred UK pensions or made losses from failed investment - CP Financial Claims can assist in recovering benefits lost from historic, transferred pensions.
CPF claims are well known as a specialist pension and investment claims management company and have a strong reputation for:
We understand that many expat and offshore investors are unaware of their rights to compensation, or even that they have lost benefits, as they are no longer connected to UK advice, or are not exposed to the advertising that exists in the UK.
Please use the links if any of the following apply to you:
- Have transferred a UK final salary or old workplace pension into a SIPP or QROPS you may be entitled to compensation. Click here for a further information
- Have a failed investment held within a SIPP that is regulated in the UK Click here
- Have a failed investment directly held where a UK firm is involved in the arranging of this investment Click here
CPF claims are open to work with clients’ advisors to help you gain redress. We recognise that many advisors have a good understanding of your circumstances and it is most often not their fault that errors were made in the UK. If you would like us to speak with your advisor, we are happy to do so after our initial free consultation.
CP Financial claims operate on a no win no fee basis subject to our terms and conditions. For a free consultation and thorough review of your situation click here and a trained claims management advisor will contact you.
CP Financial Claims (CPFC) are a trading style of Elsworth Associates Ltd and are directly authorised by the FCA. We started in 2017 to assist a handful of clients recover losses due to an IFA that had advised these clients into a range of alternative investments. Following the success of this we have grown significantly over the last five years, (now top 10 in the UK with the FSCS), however have remained focused on the client and attention to detail. CPFC work with all parties to offer the client an intelligent approach to managing their claim, as we will have investment insight, introducer knowledge and most importantly knowledge of the regulated parties involved (both offshore and in UK). We are heavily focused on FSCS claims where a regulated party is involved (IFAs, SIPPs, DFMs). Through this approach, we work very hard to highlight all aspects of the claim always maximising the client settlement. Our UK model remains consistent, accessing clients through 3rd party introductions, working within the industry and not against it. Our focus is now to replicate this approach offshore.
There are many reasons clients have redress in the UK, providing there was a UK regulated firm involved in the transaction. If there is more than one regulated firm involved in the transaction, there can be more than one claim involving the same transaction. Predominantly Pension and Investment claims fall into three core categories, and this is our focus:
- Pension transfer advice, especially Defined Benefit transfers, transferred since 2015 - due to the tightening regulation in this area most DB transfers now constitute a claim even if the client hasn’t suffered subsequent ‘visible’ losses as they have relinquished substantial and ongoing benefits
- SIPP trustees that hold unsuitable assets that are often illiquid and delinquent
- Independent investment advice, or arranging an investment, which results in direct losses. This can be an ISA or a cash investment which is illiquid or unsuitable for the client. The advice or arranging an investment can be carried out by either an IFA or DFM regulated in the UK
For more information on how we work with offshore advisors please complete the form below and a director will call you to discuss.
At CP Financial Claims, our goal is utmost transparency. You'll only be charged a fee if we successfully secure financial redress for you. The success fees can range from 15% to 25% of your settlement, depending on the amount. For more information, click here.In the event that you pursue your claims until the end but they turn out to be unsuccessful, you won't owe any payment. If you decide to cancel your claim after the 14-day cooling-off period but before the process concludes, there may be a cancellation charge. To learn more about cancellation fees, click here.
