A Guide to Mis-Sold With Profit Bonds

If you have been mis-sold a With Profit bond, you may be able to make a claim.

With Profit Bonds are generally a low-risk investment. In a With Profit Bond, a lump sum is put into different asset classes. This spreads the risk by investing in things such as commercial property. They can provide income or capital growth, and an annual bonus is added depending on the performance of underlying investments. If you were not informed of the risks associated with the With Profit Bond, then you may have been mis-sold the investment and may be able to make a mis-sold with profit bonds claim.

Mis-Sold With Profit Bonds

There are various charges and penalties that can come with a With Profit Bond. These include Market Value Reductions. If you were not informed of the risks associated with the With Profit Bond, then you may have been mis-sold the investment and may be able to make a mis-sold with profit bonds claim. If you received a penalty on your bond and weren’t informed, you may also be able to claim for mis-sold With Profit Bonds.

Some investors, for example, received a penalty on their With Profit Bond and weren’t informed. The penalty, known as a Market Value Reduction (MVR), was originally designed to ensure that all investors in the fund received a fair share of the value, and were applied during periods when performance was poor.

In another example, some investors were hit with a penalty for trying to get hold of their investment early. If you weren’t made aware that a penalty would be applied, you may have been misled to believe that you could take an annual income from your savings plan and cash it in whenever you wanted.

What to do if you think you have been mis-sold a with profit bond

If you think you have been mis-sold aa with profit bond, there is some information that would be useful if you want to make a claim. Any information that you may be able to provide when you make the claim can be helpful. Examples of the information that can help include:

  • any paperwork from the pension or investment
  • when you were first contacted to discuss your pension or the investment opportunity,
  • about moving the pension or investment,
  • what the advisor recommended,
  • who you spoke to,
  • and how much you invested or moved.

If you do not have all of the information to hand, it is not too much of a problem. Any information you can give can be helpful.

How we can help

Here at The Compensation Experts we can help with all manner of financial mis-selling claims. This includes mis-sold with profit bonds. If you think you may have been mis-sold a with profit bond, contact us by filling in our contact form, or call us on 01618841451 to speak to one of our friendly knowledgeable advisors.

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