What We Do

Want to understand the claim process? Let Rob explain...

Our Process


We need to assess whether you have a claim.

Complete our simple one-minute enquiry form.

Or please call us now on 01903 868 251 to speak with one of our friendly Pension or Property Claims experts. All of our claims are offered on a No Win No Fee basis.

No Win – No Fee: Successful claims made through The Claims Bureau Limited are subject to a Success Fee. The success fee is deducted from any monetary compensation awarded to the claim. Clients have a 14 day “Cooling-Off” period during which time they may cancel at any time without charges. After this time, cancellation will result in the application of the Cancellation Fee. If we have already submitted your claim, which results in an offer of compensation subsequently being made, we will charge our full fee as per our Terms of Business.


We will send you our pension or property claims application form, where you can state the facts, figures and story of your investment(s) to the best of your knowledge. We will be on hand should you require any assistance at this stage.

We are on hand to help explain the type of supporting evidence you will need to find before returning everything to us. Alternatively, we can advise you on submitting a claim even if you no longer have your paperwork.

With our application form, we will also send you our client care letter which outlines your rights. It also explains our terms of business, which clearly describes how we will act for you and letters of authority in which you grant us permission to request information from third parties on your behalf. Simply read, sign and return them with your application.


Once we have received your application form, other signed documents and any supporting evidence you have supplied we will, if necessary, contact other organisations to obtain further information to support your claim.

When this is complete, we will use our skills and expertise to write and present your case to the Financial Services Compensation Scheme (FSCS) or Financial Ombudsman Service (FOS) in a manner wholly compliant with their regulation and systems – we will of course keep you informed at each stage.

You will always know the name of the Claims Bureau team member handling your claim at any stage of the process.


When the relevant Regulator has reached their decision, they will inform you by letter, also sending us a copy. If their decision is to award you redress, we will review the calculations against ours, to ensure that you have been awarded the appropriate amount.


The Regulator normally send payment to us within 10 working days of the decision letter.

From this amount, we deduct our claims management fees and transfer the balance directly to your bank account.