InvestUS Investment Scheme Claim

This scheme involved the purchase of repossessed real estate in the US which would be refurbished and then either sell or let the property. Problems emerged however when investors didn’t see any return on their investments, despite huge returns being promised to them.

Although this is an unregulated investment, many regulated advisors did provide advice to transfer pensions to a SIPP that included investments such as these as part of, or as the entire, portfolio. As a result claims are possible against the advisors are possible. 1000’s of investors are potentially affected by this.

The scheme has run into problems in the past and no guarantee on returns has been made. Shockingly, many customers were completely unaware that their pension would be transferred to a SIPP that would include investments such as these.

Claims have made relating the Independent Financial Advisor who sold many of these arrangements, who may have also had links to the investment itself – a clear potential conflict of interest.

If you suspect your SIPP may contain investments in InvestUS then a claim may be possible to get back your hard earned pension. Contact us at the number above to speak to a dedicated advisor who is experienced in these matters, or fill out the form below and we will get back to you.

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Grounds On Which You May Have Been Mis-Sold InvestUS in your SIPP?

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:

• InvestUS did not explain the pension transfer & investment risks to you properly.
• Your financial situation was not properly assessed with a fact find by InvestUS.
• You felt uncomfortable or pressured by InvestUS into an investment that you didn’t need or want.
• InvestUS did not explain that the amount you get back will depend on performance.
• InvestUS did not accurately explain the fees and charges that would be incurred.
• You were not unaware that InvestUS had advised you to invest in an unregulated investment.
• You were not advised by InvestUS 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 InvestUS 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.

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Pension Redress Calculator

How To Use The Calculator

Our pension redress calculators 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.

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.