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Oakwood Solicitors
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Rowanmoor Personal
Pensions Limited

Has your pension lost money?

  • Solicitors firm with over 15 years’ experience in
    financial mis-selling claims
  • Free initial consultation
  • No-Win, No-Fee
  • No upfront cost
  • We charge only 30% +VAT for a successful claim

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    The experts in Financial Litigation claims

    Rowanmoor Personal Pensions Ltd established itself as a SIPP provider in 2006. Rowanmoor was one of the UK’s largest bespoke independent pension providers.

    It was a specialist provider and one of the largest SASS operators in the UK. As well as offering SASSs, they also offered Family Pension Trust, Actuarial Services and SIPPs.

    Oakwood Solicitors Ltd specialises in Financial mis-selling claims. We have a Financial Litigation team dedicated to assisting clients who have lost money as a consequence of negligent advice in relation to a financial product, such as a pension or an investment.

    Why seek the help of a solicitor?

    By using a solicitor to put your claim forward, you have a higher chance of success. having a solicitor by your side will ensure that there are no technical grounds for turning down your claim and will put you in the best possible position to receive what you are owed.

    Throughout the years, we have seen numerous cases where mis-selling victims have pursued a legitimate claim themselves, only to have it turned down due to a technicality or because key grounds have not been particularised.

    A solicitor deals with all the necessary paperwork and obtain the requested documentation to support your claim, making the process as simple as possible.

    About Rowanmoor Personal Pensions Limited

    What did Rowanmoor Personal Pensions Limited do wrong?

    It is alluded that Rowanmoor Personal Pensions failed to complete the proper due diligence on their introducers before accepting business from them, as well as failing to carry out appropriate due diligence for underlying investments.

    In other words, it failed to carry out checks to assess that those transferring their pension to a SIPP had received appropriate financial advice and understood the high-risk nature of the underlying investments.

    The most common investments made within Rowanmoor SIPPs that are now zero value are:

    • The Resort Group
    • Harlequin Resorts
    • Dolphin Capital
    • Overseas investments
    • Hotels and holiday properties
    • Forestry, green energy and biodiesel, and environmental projects

    Read more about Rowanmoor Personal Pensions Limited in our article here.

    What is a SIPP?

    A SIPP is a Self-Invested Personal Pension scheme.

    A SIPP provides more freedom and control with investments however they are not suitable for everyone. It is important that a client is completely aware of the disadvantages before transferring into a SIPP.

    Having your pension within a SIPP allows these funds to be invested into more higher-risk investments. High risk investments often bring greater risk of capital loss and you could end up losing more than what you’ve saved. There is a higher risk of theft, investment scams and poor investment choices with un-regulated products.

    Have you been affected?

    If you had a pension with Rowanmoor Personal Pensions, it is likely you may have been affected.

    On the 31st August 2022 Adam Stephens and Christopher Allen of Evelyn Partners LLP were appointed as joint administrators of Rowanmoor Pension Pensions Ltd. On the same date, the Financial Services Compensation Scheme (FSCS) confirm that the firm were under investigation.

    On the 3rd March 2023 the joint administrators completed a sale of Rowanmoor’s business to Alltrust Services Limited. A further development on the 24th August 2023 confirmed that Rowanmoor moved from Administration to Liquidation.

    The FSCS opened their online claims services to claims against Rowanmoor after they were placed under investigation. With this being said, the FSCS did not investigate any individual claims as they first needed to satisfy themselves that claims would need the qualifying conditions for compensation under their rules.

    The FSCS placed all claims against Rowanmoor on hold until they finished their investigation regarding Rowanmoor as a whole.

    In early November 2023, the FSCS confirmed they had completed their investigation into Rowanmoor and claims that have previously been submitted would be moved to their claims processing teams for assessment.

    The FSCS further explain that claims will be moved in waves to better manage the volume of claims.

    What should I do if I had a pension with Rowanmoor Personal Pensions Limited, or was advised to transfer into Rowanmoor?

    Contact Oakwood Solicitors free of charge today. We will assess your claim over the phone and provide you with an immediate decision on whether we can assist you in making a claim.

    You may still have a claim against Rowanmoor even if you have had a successful claim against your financial advisor. Some of Rowanmoor’s introducers were:

    • CIB Life
    • Regency Financial Resources Ltd
    • The Pensions Office Ltd
    • Pacific Life Ltd
    • Lucesco Ltd

    Frequently Asked Questions

    How long does a claim take?

    There are a number of features that will impact how long a claim may take to conclude. These include the complexity of the case, whether the claim is against an active adviser, the Financial Ombudsman or the FSCS, and whether liability is admitted or denied.

    If liability is admitted, then the claim process is much shorter, and we would expect a claim to be concluded within 3-6 months. Alternatively, if liability is denied and the claim must be issued at court then the claim can take between 12-18 months depending on the availability of the court.

    If the claim is being made against the FSCS then we would expect the claim to be concluded within 6 months.

    As each case is unique it is difficult to provide a generic timeframe for conclusion of the claim however Oakwood Solicitors will give you an indication of how long your claim is likely to take to conclude as part of our initial review.

    How much will a claim cost?

    We operate on a Damages Based Agreement (DBA) more commonly known as a ‘no-win, no-fee’ agreement. If we fail to secure you a settlement, you will not be charged.

    If we successfully recover compensation, then our charges are 30% plus VAT of any compensation payment. These charges will be deducted from the compensation payment at the end of the claim process.

    How much compensation will I receive?

    If you have a viable claim, then you will be able to recover compensation equivalent to the losses that you suffered.

    If you lost £10,000 then you will receive £10,000* in compensation. (*minus Oakwood Solicitors Ltd‘s fees of 30% plus VAT).

    Why should I use Oakwood Solicitors?

    We are a Regulated firm of Solicitors, with over 15 years’ experience in financial mis-selling claims. By using a solicitor who is a specialist in financial mis-selling claims you will ensure that you put your best case forward and maximise your chance of success.

    You will be allocated your own experienced investment claims handler who will keep you fully informed throughout the whole process.

    We take the hassle out of the claims process as we do all the hard work for you. We will complete all the necessary paperwork and obtain all the required documentation to support your claim.

    We have seen numerous cases in the past where mis-selling victims have pursued a legitimate claim themselves, only to have it turned down due to a technicality or because key grounds have not been particularised.

    We have successfully recovered in excess of £5 Million for our clients in the last 12 months.

    You have a higher chance of success by working with a Solicitor, who will ensure that there are no technical grounds for turning down your claim and put you in the best possible position to receive what you are owed.

    We operate on a guaranteed No-Win, No-Fee. If successful we charge 30% plus VAT of the award of compensation. Our charges are some of the lowest in the market when compared with other Solicitors and Claims Management Companies (CMCs).

    Outstanding.

    They left no stone unturned throughout a lengthy and difficult process. Oakwood Solicitors were professional, polite and informative as well as supportive throughout. We are delighted with the outcome.

    - A. Binns

    Pension stolen from SIPP.

    After trying to fight this case myself for years, I put my trust into Oakwood Solicitors, who kept me informed every step of the way and managed to get me compensation for the pension which was stolen. They managed to get back almost all what I lost.

    - Paul Connor-West

    Excellent service. Thank you.

    Once again I have received excellent service from Oakwood Solicitors in dealing with my mis-sold pension claim. Without the help of the team, I would've not been able to recover £50,000. Excellent work! Thank you once again.

    - P. Jones

    I was so pleased.

    I had the best experience from Oakwood Solicitors where they helped me get big compensation from FSCS. Not only that, just within 4 days' time of literally submitting the claim, I received the amount in my account.

    - N. Shah

    danielle staff block silhouette
    Danielle Lightfoot — Solicitor and Head of Department
    Danielle joined the firm as a Paralegal in 2011 and qualified as a solicitor in October 2014. She has acquired extensive experience in high value, complex litigation traversing numerous practice areas. Danielle is a specialist in financial mis-selling matters with a particular interest in pensions and investments.
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