SIPP Pension Switch Calculator

Use this calculator if you switched funds from one Personal Pension to another Personal Pension or SIPP and have NOT yet retired. Please call if you have already retired and would like to check your claim.

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.

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.

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.

Start Your FREE Pension Claim Enquiry

If you feel you may have been wrongly informed about your pension, but are not sure, start a free pension claim assessment and a member of our specialist pension team will investigate to establish if you were given incorrect information. If we establish you have been mis-sold your pension with your consent, a case using the facts will be built with the aim of recovering your pension fund and secure your future retirement.

Our specialist SIPP pension team are knowledgeable in the area or pension misselling. So, you can be confident that your claim is being dealt with by our experienced pension claims management team, giving you every chance of success.

By using our service your case will be assessed with due care and attention taking into consideration your circumstances. We will give every assistance in putting your case forward and contact your pension provider or financial adviser on your behalf, explaining how you were mis-sold. At the same time, you will be updated at each stage and provided with answers to any questions you may have.

Should your pension provider reject your claim, we can take your case to the Financial Ombudsman Service (FOS). The ombudsman finds in favour of two-thirds of SIPP cases, so there is a good chance that you will be successful.

Received Bad Advice Which Resulted In Financial Loss?


Start a no-obligation SIPP Claim assessment against an IFAs, Pension Provider or Operator. You could be due thousands of pounds in compensation if you've Lost Money on your investments or Pension. The Financial Services Compensation Scheme (FSCS) can pay out to claimants who invested their pension funds in high risk investments.

We Can Help Reclaim Your Losses With A SIPP Claim
No Upfront Fees
Millions Remain Unclaimed!

START YOUR FREE CLAIM ASSESSMENT WITH US TODAY

You have the right to seek further advice and to shop around before entering into an agreement with us.

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Synergy Financial Solutions Limited is a Claims Management Company - Authorised and Regulated by the Financial Conduct Authority (FRN 829760)
You do not have to use a Claims Company to make a complaint. You can make a complaint to a financial firm yourself at no cost and use the Financial Ombudsman Service or Financial Services Compensation Scheme which are FREE. If you choose to use us, we charge 30% + VAT on any redress received. Cancellation charges may still apply if you cancel before we have reached the completion of the claim process.
Synergy Financial Solutions Limited is registered in England and Wales under Co. No. 06763517. Registered office at Heritage Exchange, South Lane, Elland, West Yorkshire, HX5 0HG. ICO No: Z1727838.

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