Fast Track Claim Enquiry

Just so we are clear you have told us that since you moved your Pension to SJP you have had an annual review every year with your advisor.

The yearly review meetings would have likely been via telephone or face to face and should have gone in detail.
Topics that should have been discussed would include the following:
-

• Your current financial circumstances.

• Your attitude to risk.

• Any significant changes to your health.

Just so we are clear you have told us that since you moved your ISA to SJP you have had an annual review every year with your advisor.

The yearly review meetings would have likely been via telephone or face to face and should have gone in detail.
Topics that should have been discussed would include the following:
-

• Your current financial circumstances.

• Your attitude to risk.

• Any significant changes to your health.

Just so we are clear you have told us that since you moved your Managed Fund to SJP you have had an annual review every year with your advisor.

The yearly review meetings would have likely been via telephone or face to face and should have gone in detail.
Topics that should have been discussed would include the following:
-

• Your current financial circumstances.

• Your attitude to risk.

• Any significant changes to your health.