SIPP PENSION SWITCH CALCULATOR
Use this calculator if you switched funds from one Personal Pension to a SIPP and find out if your pension transfer could have caused a loss to your pension fund.
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.
How To Use The Calculator
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 at Retirement Age.
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 SIPP Claim Assessment
If you feel you may have been wrongly informed about your SIPP, but are not sure, start a free SIPP claim assessment and a member of our specialist SIPP pension team will investigate to establish if you were given incorrect information. If we establish you have been mis-sold a SIPP claim case will be put together with the aim of recovering your pension and secure your future retirement with your consent.
Our specialist SIPP pension team are knowledgeable in the area or pension mis-selling. 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 services 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.
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