Got a DFM problem?
DFMS & THIRD GENERATION PENSION SCAMS
Discretionary Fund Management (DFM) is where a fund manager builds a portfolio of investments for you, usually made up of corporate bonds.
These fund portfolios are often sorted by how much risk and reward they represent: low, medium and high-risk.
But problems happen when low risk people get put into high-risk funds, or high-risk funds get mis-labelled as low risk.
It’s led the FCA to put out a warning about third generation pension scams.
Timeline of events: 1st, 2nd & 3rd Generation Scams
Did you know, we’ve made successful claims for mis-sold investments before?
We’re specialists at mis-sold pension claims, many of which involved high-risk investments through SIPP pensions.
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Think you’ve been mis-sold your investment? Click below to take the first step to making a claim
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How do investments get mis-sold?
Not quite sure how you can identify whether you’ve been mis-sold? Let us break it down for you…
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