Greyfriars Asset Management SIPP Claim

Greyfriars Asset Management SIPP Claims

Greyfriars are based in the Leicester area of the UK. The FCA have asked Greyfriars Asset Management LLP not put any more new money into any of its DFM Portfolios, which seemed to comprise high risk, illiquid investments in such things as overseas property and bonds.

For the FCA to request this of the firm, and the firm to comply with this request, shows there were potential issues around investments such as this. Greyfriars continue to trade and there’s no indications other aspects of their business are affected by this, however if you took out anything relating to their DFM portfolio (known as “portfolio 6” by the firm itself) you may be entitled to compensation.

Grounds On Greyfriars Asset Management May Have Been Mis-Sold A SIPP Investments:

In order to determine if you are eligible for a SIPP compensation claim please check If any of the following statements is true in your case:

  • Greyfriars Asset Management did not explain the pension transfer & investment risks to you properly.
  • Your financial situation was not properly assessed with a fact find by Greyfriars Asset Management.
  • You felt uncomfortable or pressured by Greyfriars Asset Management into an investment that you didn’t need or want.
  • Greyfriars Asset Management did not explain that the amount you get back will depend on performance.
  • Greyfriars Asset Management did not accurately explain the fees and charges that would be incurred.
  • You were unaware that Greyfriars Asset Management had advised you to invest in an unregulated investment.
  • You were not advised by Greyfriars Asset Management about exceeding the £40,000 tax-free limit would make you liable for the 55% income tax.
  • You feel that you were given poor advice by Greyfriars Asset Management concerning SIPPs which has left you worse off financially

If any of the above points stand true, then it may be possible for you to get compensation.

Please Note: Greyfriars Asset Management went into administration in October 2018. The FSCS started taking claims against Greyfriars in February 2019.

Pension Redress Calculator

Our pension redress calculator will give you an indication of how much your mis-selling refund could be worth. If your case is upheld, the exact value of your refund will not be known until all the facts of your case have been disclosed and a final figure calculated by the firm.

To use the calculator please follow the instructions below.

1.Enter your details into the Red Boxes

Ongoing Monthly (£) is optional if you continued to pay in each month after switching.

2. Choose your growth rate %pa.

Select the rate that you feel your previous pension was growing at. 3% Low, 6% Medium or 9% High rate.

3. Compare your values.

See what your pension would have been worth if you had left it in the previous scheme vs. the new scheme. Choose to compare current value or value at your chosen retirement age.

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