PWH Financial Planning Ltd

If you received pension advice from PWH Financial Planning Ltd now’ s the time to check if that advice was suitable

PWH Financial Planning Ltd was a financial advice firm based in Leeds.

It also traded as WGN Wealth Management and Worsley Wealth Management.

The firm is now dissolved and was declared in default by the FSCS in December 2021.

British Steel Pensions Scheme

PWH Financial Planning Ltd is one of several advice firm associated with claims regarding the British Steel Pension Scheme (BSPS).

In 2017, BSPS members had to make decisions about their pensions as part of a restructure of the scheme.

Many members were advised to transfer into a private pension arrangement or Self-Invested Personal Pension (SIPP).

Around 8,000 members transferred with a collective value worth nearly £2.8bn.

 

Unsuitable advice to transfer

Unfortunately, this advice was not the best advice for most scheme members.

By transferring from a Defined Benefit (DB) pension, like BSPS, into a private pension arrangement many would have lost the benefits they had built up in the British Steel Pension Scheme.

To achieve the same level of benefits from their new plan may not have been realistic.

Many members are now seeking compensation for mis-selling due to this unsuitable pension transfer advice.

FSCS Claims against PWH Financial Planning Ltd

The FSCS confirmed that they had received six claims against the firm which related to pension transfers.

If you received pension advice from them now is the time to check if you have a case to claim compensation for mis-selling.

 

Need some help?

Our free initial assessment can tell you if we think you have a case and what you can do about it. It’s basically a brief chat with one of our friendly assessors who will happily answer all your questions and let you know where you stand.

We are mis-selling experts with years of experience assisting people with successful claims. See what our clients think about us on Trustpilot.

Key Facts

1
PWH Financial Planning Ltd is one of several advice firm associated with claims regarding the British Steel Pension Scheme
2
PWH Financial Planning is now dissolved and was declared in default by the FSCS in December 2021

We win more than 9 out of 10 claims

The cost of our service is 15% + VAT on the total monies awarded for a successful claim. Our cost is also priced capped at one of the lowest rates.

Rodders Hewitt
2024-03-08
Pension Claim Consulting Ltd ...have for me done a great job ...within the expected time scale ...Couldn't have asked for more
Phil C
2024-02-23
Thank you to all at PCC. My claim was managed brilliantly and was successful. I can highly recommended their services. Thank you once again
Christopher Fraser
2024-02-07
After identifying a concern regarding my pension, I sought advice from Pension Claim Consulting. The response and customer service was swift and amazing. The courtesy and care taken throughout the whole process was phenomenal. The consultant’s communication from start to finish filled me with confidence that PCC do exactly what they state and were on hand whenever required. The level of understanding, empathy for the frustrations, and patience is by far the best I’ve witnessed. I cannot thank PCC enough for their outstanding work ethic and dedication to customers/clients. If you have any concerns at all regarding your pension, then I would highly recommend that you get in touch with them.
Andy Yates
2024-02-06
Fantastic service, so impressed with Pension Claims Consulting. None stop updates throughout and everyone who works there was so helpful and supportive in every way. Thank you so much for getting my pension back.
Robert Manningham
2024-02-05
Pension Claim Consulting Ltd successfully won a case on my behalf following misguided advice I received in relation to my pension. They were most proactive in the process and kept me fully informed every step of the way. I have no hesitation in recommending their services.
Deanamo 84
2024-02-05
Very professional, very thorough and very good at what they do. Always at the end of the phone or email for any questions at anytime throughout the process. I can’t recommend them enough.
Roger King
2024-01-16
Pension Claim Consulting managed to reclaim some of my pension by constantly chasing the company that fraudulently took my money. I though that I had lost everything. I cannot thank them enough on recovering some of my pension back.
Susan Stringer
2023-10-17
Excellent standard of service. The claim was protracted substantially by virtue of opponents trying hard to not accept any responsibility for their actions and not return the pension fund. PCC kept me fully informed throughout the process, obtained an excellent result for me.They also kept chasing the opponent when little action was taking place from them. The staff were always pleasant and helpful to deal with and very encouraging when I felt my claim was doomed to failure. I can not praise highly enough
Paul Wilshaw
2023-10-17
Very professional and informative from the beginning of our 5 year relationship. They talked me through every step of the process with what to expect. I would recommend Pension Claim Consulting to anyone who wants an honest and professional service.
Bill Cass
2023-10-16
Great team and they will get the best outcome they can always kept informed the process took a longtime not because of anything pension claims consulting did purely the pension sip provider playing games i would 110% recommend this company to pursue your claim without doubt best thing i have done they didn't give up on my claim even though I had given up on any good outcome however finally resolved and paid thank you pension claim consulting
Important Information!

You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.

It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.