Mis Sold Pension Letter Template UK

The Mis Sold Pension Letter Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring customizable and printable examples.

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Sample

Mis Sold Pension Letter Template UK

Editable – Printable

PDF – 1 PDF – 2

Mis Sold Pension Letter Template UK

1. Claimant Information


2. Financial Advisor Information


3. Pension Scheme Details



4. Grounds for Mis-selling Claim

5. Financial Losses Incurred

6. Relevant Documentation

7. Declaration of the Claim

8. Consent for Sharing Information

9. Signature and Date


10. Advisor Confirmation



PDF

WORD

Examples

Mis Sold Pension Letter Template UK (1)
To:
[Name of the Recipient]
[Recipient’s Address]
[Recipient’s Phone]
[Recipient’s Email]
From:
[Your Name]
[Your Address]
[Your Phone]
[Your Email]
Date:
[Date]
Subject:
Mis Sold Pension Claim Request
Dear [Recipient’s Name],
I am writing to formally request a review of my pension arrangements, as I believe I have been missold a pension. My details are as follows:
Client Reference Number:
[Your Reference Number]
Pension Provider:
[Name of the Pension Provider]
Policy Number:
[Your Policy Number]
Background:
I was advised to transfer my pension to a different scheme on [Date of Transfer]. At the time, I was not made aware of the risks involved and the potential loss of benefits.
Grounds for Claim:
1. Inadequate risk assessment
2. Lack of information on charges and fees
3. Unclear communication regarding investment performance
Supporting Documents:
I have attached copies of all relevant documents, including my original pension statement and correspondence regarding the transfer.
Request for Action:
I kindly ask that you investigate this matter and inform me of the steps that can be taken to rectify my situation. Should you require any further information, please do not hesitate to contact me.
Yours sincerely,
[Your Signature]
[Your Printed Name]
Mis Sold Pension Letter Template UK (2)
To:
[Name of the Recipient]
[Recipient’s Address]
[Recipient’s Phone]
[Recipient’s Email]
From:
[Your Name]
[Your Address]
[Your Phone]
[Your Email]
Date:
[Date]
Subject:
Mis Sold Pension Reclamation
Dear [Recipient’s Name],
I am reaching out to seek redress for what I believe to be a misselling of my pension plan. My pertinent details are outlined below:
Client Reference Number:
[Your Reference Number]
Pension Scheme:
[Details of the Pension Scheme]
Policy Number:
[Your Policy Number]
Details of the Mis-selling:
– I was not made aware of the full fees associated with the pension
– The advice given was not suitable for my financial situation
– Limited options were presented, failing to consider my future retirement needs
Enclosures:
Enclosed are copies of all relevant documentation supporting my claim including previous correspondence and statements.
Resolution Requested:
I would appreciate your prompt attention to this matter and a comprehensive explanation of the next steps I should take.
Thank you for your assistance in this matter.
Yours faithfully,
[Your Signature]
[Your Printed Name]

Printable

PDF – 1 PDF – 2

Mis Sold Pension Letter Template UK