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Case Studies

We at Spencer Churchill Claims Advice can work on multiple mis-sold pension cases at any one time, and all of them have the same ultimate goal, which is to help customers make a claim so that they can get their life back on track.

We can have many cases which are straight-forward and others that were more complicated, but all our past and on-going cases get the same dedication and attention from our staff, as we understand that making a claim can be a stressful and overwhelming experience for those afflicted by poor advice, investments and more. Therefore we wanted to highlight what we can do for you to help you recover through a selection of case studies that can help demonstrate how we can help you, should you want to make a claim.


Case Study: Mr J – DB to PP

Mr J was advised by Royal Life, who are now a part of Phoenix Life, to transfer his Armed Forces
Pension Scheme into a Royal Life personal pension in 1993.

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Case Study: Mr M

Mr M was advised by Chadkirk Wealth Management Ltd to transfer his Scottish Widows personal
pension into a Novia SIPP in 2015.

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Case Study: Mr T

Mr T was advised by Braemar Financial Planning, who were a member of IFA Network Limited, to
transfer his National Grid UK Pension into a Scottish Life Income Release Plan in 2009.

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Case Study: Mr W

Mr W was advised by The Investment Company, who were an authorised representative of Sesame
Limited, to transfer his Ministry of Defence final salary pension into a ReAssure personal pension.

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Case study: Mr C

Mr C was advised by a representative of Reliance Mutual, now Utmost Life & Pensions, to transfer his
Armed Forces final salary scheme into a Reliance Mutual personal pension in 2000.

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