CASE STUDY
Recovering From Pension Investment Loss: Adrian’s Story
Client:
Adrian W
Location:
York
Client Type:
Investm,ent/Pensions
The Why
Before working with Lazenby’s, what was your situation?
I had invested my pension in a SIPP via a financial planning group. Everything was going ok for a year then funds started to disappear. This is when I contacted Alan and started the long process to unravel what was going on.
What prompted you to seek advice?
Half my funds had been lost, and the rest was at serious risk.
Why did you choose Lazenby's?
I was recommend Lazenby’s by a friend.
The Result
What advice or support did you receive?
Alan was very helpful and advised me to do a time line of everything as it occurred and send it to the ombudsman , which I did .
What changed as a result?
After a very long and stressful period (10 years), I was awarded full compensation and received a future calculated award. The only downside was I received £150,000 of £236,000 as compensation claims started before 2009 were capped at £150 K.
Your experience:
Alan has always been very professional and knowledgeable. He was a great help and support through a very difficult period while trying to recover my lost pension.
Testimonial
Alan has always been very professional and knowledgeable. He was a great help and support through a very difficult period while trying to recover my lost pension. Alan was not only professional he was instrumental in his guidance dealing with the ombudsman. Working with the Lazenby’s has been crucial to securing my time heading into retirement.