She had been working for the same employer for many years. A Will was made by this employer which left Mrs R a sum of money, providing she was still working for her at the time of her death.
Shortly before she passed away, the employer was taken to a hospice and Mrs R was asked to work at an alternative location by family members of the employer. Mrs R agreed to this request, but was subsequently refused the gift left to her in the Will.
The gift was refused on the basis that Mrs R’s employment had come to an end when she was asked to work at an alternative location and that the family members had become her new employers at that time.
She approached us for advice and assistance. We are currently pursuing legal action on her behalf and are contending that she should receive the gift left to her in the Will because her employment was not terminated by the deceased and was ongoing at the time her death. The case is ongoing and £100,000 is being claimed.
Mis-selling or mis-management by a SIPP Operator?
Have you suffered financial losses on a SIPP operated by a SIPP operator? If so, then you may have grounds for bringing a No Win No Fee claim.
Some SIPP operators have entered into dealings with third party advisers who are not authorised and regulated by the Financial Conduct Authority to give pension or investment advice. This is despite their regulatory body publishing alerts and giving warnings against such actions.
View MoreMis-sold or mis-managed investment or pension?
- You were sold an investment without having been properly advised of the risks
- Your personal circumstances or attitude to risk wasn’t properly considered
- You were sold a SIPP or poor returning annuity
- You were advised to invest all or most of your savings into a single investment