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Good to know: We are a Claims Management Company (CMC). You do not need to use a CMC to make your complaint to your pension provider or intermediary. If your complaint is not successful you can refer it to the Financial Ombudsman Service or the Pension Ombudsman yourself for free if the firm is still trading. For eligible failed firms, you can refer a claim to the Financial Services Compensation Scheme for free.

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Pension & Investment Claims Affiliate Scheme

Allegiant is a long established claims management company, based in Warrington Cheshire. With over 25 full time staff and £50 million claimed back for UK consumers, we are widely considered to a leader in claims management.

Allegiant’s new Pension and Investments claims division is led by Andy Ramsey, a seasoned claims specialist. As a new division, Allegiant is able to offer industry leading referral terms to high quality, ethical referrers.

We are driven to ensure that Allegiant surpasses your expectations in all aspects of handling of the prospective mutual client.

Introducer Charter

We know that an introducer arrangement requires mutual trust and confidence. That’s why we are clear about what you can expect from us and visa versa from the outset.

What you can expect from Allegiant

  • Deliver a professional and friendly service of total quality and integrity that is transparent and flexible
  • Ensure all communication orally or otherwise is clear, appropriate and easily understood
  • Keep you informed of the progress of the claim in a timely manner
  • Deal with any claim promptly and professionally providing a fast, effective and frictionless service
  • Act fairly and reasonably at all time
  • Work collegiately with partners
  • Always strive for the best outcomes for the client
  • Comply with all relevant laws and regulations including but not limited to GDPR, PECR and FCA

What we expect from you

  • To respond quickly and promptly to any reasonable requests made by us
  • Not induce the prospective client into making a claim that you know has no merit
  • Make claims on behalf of AFLS that cannot be substantiated and have not been agreed with AFLS beforehand, and always communicate with the prospective client in a way that is fair, clear and easily understandable.
  • Not charge the client for connecting them to AFLS without first agreeing any fee arrangement with AFLS
  • Undertake to comply with all relevant laws and regulations including but not limited to GDPR, PECR and FCA requirements on marketing and lead generation including digital marketing such as texts, pictures messages, video messages, voicemails and direct messages via social media or other advertising platforms.

Interested in working with us?

See our introducer prospectus here: [link].

Claiming for Free Yourself

Good to know: We are a Claims Management Company (CMC). You do not need to use a CMC to make your complaint to your pension provider or intermediary. If your complaint is not successful you can refer it to the Financial Ombudsman Service or the Pension Ombudsman yourself for free if the firm is still trading. For eligible failed firms, you can refer a claim to the Financial Services Compensation Scheme for free.