You can open the Mis Sold Pension Complaint Letter Template in multiple formats, including PDF, Word, and Google Docs.
Mis Sold Pension Complaint Letter Template Printable | Editable FormSample
Examples
[Name of the Pension Provider]
[Provider’s Address]
[Provider’s Phone]
[Provider’s Email]
[Your Name]
[Your Address]
[Your Phone]
[Your Email]
[Date]
Formal Complaint Regarding Mis-Sold Pension
I am writing to formally lodge a complaint regarding the pension product that was sold to me on [Date of Sale]. I believe that this product was mis-sold and does not meet my financial needs or expectations.
I was sold a pension plan that [Describe the nature of the mis-selling, e.g., high fees, poor investment options, inadequate advice]. I was not made aware of the risks involved, and the product was presented in a way that led me to believe it would be a suitable investment for my retirement.
I have attached documents that support my claim, including [List any relevant documents like statements, correspondence, or advice received].
I am seeking the following resolution: [Specify what you wish to achieve, e.g., full refund, compensation, transfer to a better plan]. I believe this is a reasonable request given the circumstances.
I would like to remind you that your obligation to ensure that pension products sold are appropriate for clients is underlined by [Mention relevant regulations or laws].
I would appreciate your prompt attention to this matter and look forward to your response within [Specify a reasonable timeframe]. Thank you for your cooperation.
[Your Signature]
[Your Name]
[Name of the Pension Provider]
[Provider’s Address]
[Provider’s Phone]
[Provider’s Email]
[Your Name]
[Your Address]
[Your Phone]
[Your Email]
[Date]
Complaint Concerning Mis-Sold Pension Product
I am writing to address concerns regarding a pension product sold to me on [Date of Sale]. I believe that the product was unsuitable and was mis-sold based on inadequate logic and advice provided to me.
At the time of purchase, [Provide details about the sale and any advice given]. This led me to believe that the product was a secure and appropriate choice for my financial future.
The issues I faced include [List specific issues, such as lack of transparency about fees, unsuitability of the product, misleading information].
Enclosed are relevant documents including [List any attached documents that support your complaint].
I would like to propose the following for resolution: [Specify your demands, e.g., compensation, refund]. I trust this request will be reviewed fairly in light of the circumstances.
Please note that the Financial Conduct Authority (or relevant authority) mandates that pension products must be suitable for clients, and this includes proper advisement based on individual financial situations.
I am looking forward to your swift response to my complaint and hope to resolve this matter amicably within [Set a timeline]. Thank you for your attention to this important issue.
[Your Signature]
[Your Name]
Format
Please complete the form below to create the Mis Sold Pension Complaint Letter Template. All fields must be filled out to ensure a clear and complete letter. We provide examples to guide you through each step. Mis Sold Pension Complaint Letter Template 1. Your Information 2. Financial Institution Information 3. Policy Details 4. Complaint Details 5. Desired Resolution 6. Supporting Evidence 7. Declaration and Signature 8. Signature Information
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WORD
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Mis Sold Pension Complaint Letter Template Printable | Editable FormPrintable
