pensions and savings problems

Pensions and savings are crucial to the welfare and happiness of millions. Professional money managers and financial advisers entrusted with other people’s savings have legal duties and clearly mapped standards of competence. Sadly, these are not sufficiently observed.

Where significant losses have occurred we can often help. Clarke Willmott's unique understanding of the industry enables us to identify whether there is a liability and what can be done about it. We have financial services qualifications and experience.

We advise on:

• Breach of trust claims arising from pension assets

• Professional negligence claims against pension trustees, advisers and personal professional advisers

• Professional negligence claims against life office representatives

• Breach of contract claims arising from financial advice, pension policies and life policies

• Claims arising from poor management of financial assets (for example against fund managers, stockbrokers on advisory or discretionary retainers and independent financial advisers)

• Disputes over the Inland Revenue restrictions applying to occupational schemes

• Any dispute concerning a service or a product regulated under the Financial Services Markets Act 2000 or its predecessor legislation

We conduct cases before the courts, the Financial Ombudsman Service and the Pensions Ombudsman.

Whilst maintaining objectivity, we aim to work as a team with our clients to obtain the best result the legal process can provide.

For further information, please contact Robert Morfee.