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Memorable Cases - I am often asked which cases stick in my mind the most.   This is the story of one that is probably one of the most satisfying cases I have dealt with in recent years. Mr M initially came to me through a referral from another client (as indeed...

The year 2021 reviewed.   2021 continued to be a very busy year, particularly in the area of pension mis-selling claims.  Fortunately, business was largely unaffected by the pandemic. Many clients are recommended by existing clients and simply call or email for a...

Avoid paying the annual allowance charge which could be an additional 45%.  What is the annual allowance? The annual allowance is the amount of pension savings an individual can make in one year before receiving a tax charge. The standard annual allowance limit has...

One question which I am asked perhaps more than any other by prospective clients is “Can I not make a mis-selling claim myself?” The answer, of course, is yes. You can outline your concerns to the firm which gave you advice and if you are not happy with their response...