01516680386

the people who own this number claim they are capita oak who run a pension scheme and are trying to get me to transfer my army pension to them. But I cant find anything out about them, if anyone can help i would be grateful.

hi there
can you tell me if you have heard anything about them?

thanks

would steer clear of this company

Do not transfare your money to these people they have my penion funds and now cant find them

That sounds serious! Have you gone to the Police?

actionfraud.police.uk

try ringing this number now , this cowboy company has gone under

firm of robbing [***] . nothing else

any luck with police

Transferred my old work pension to capita oak and now I can't get a hold of anybody at this company.has anybody used this company before?

Have you had any joy as I transferred my old work pension to this cowboy company last year and can't get a hold of anyone

Iv done the same via a company called barncroft associates . Iv been completely robbed of almost £70,000.

I'm filing a full complaint to the police . They can't be allowed to get away with this , plus iv filed a civil claim through the court and going to try and enlist the help of the sheriffs dept .

Capita oak

Hi there, I am a financial adviser for another company acting on behalf of a client who agreed in a telephone conversation with these people some 12 months ago, to transfer his pension schemes to them. Other than an initial letter confirming funds received from original provider and the 5% fee they charged for the service, he has had no other correspondence. It appears Capita Oak were the broker and have transferred the funds to a company called Imperial Trustee Services Ltd in Beckenham, Kent, a company that have had 4 different directors in the space of less than two years, no phone numbers can be found or web address and the documentation from them, which is minimal to say the least, is not at all professionally presented, as goes for Capita Oak documentation. It is not of the quality you would expect from a legitimate company. I will be speaking to my compliance dept and I expect they will be referring the case to the Serious Fraud Office.

Simple rules, never do business like this over the phone. You need to make sure you are dealing with a legitimate company, ideally see them in their office or at your home/work address if trustworthy. Make sure you get a full Service and Cost Disclosure Document from them (SCDD and Terms of Business/Client Proposition document) this is an industry mandatory requirement, allow them to complete a full Fact Find ensuring they discuss risk profile, capacity for risk/capacity for loss, levels of fund management, initial and ongoing charges. They should then go away and do research and come back with a full Financial Report/Suitability Letter highlighting what was discussed at first meeting, what your needs were, what they have recommended, the fund choice, level of investment risk and why the recommendation meets your needs. It should document who the pension provider is that you will be transferring your funds too, usually a well established company such as Legal & General, Zurich, Friends Life, Aviva etc. You will then need to complete an application form for that company in order for them to process your transfer. If in doubt, research the company provider you have been recommended to transfer too before signing any paperwork or providing your proof of ID documents etc. It is a lot of work for the Financial Adviser to do but if he/she is legitimate they will be happy to do it for you as that is their job. If they are not legitimate, you will not get that level of professional service and they won't bother doing all of the hard work because they are just looking to make a quick killing and move on to the next victim.

Hope that info helps you out, but from what I've researched today for my client it looks like he is another victim like yourselves and suitable action needs to be taken.

Hope you all get a positive outcome.

Regards.
John

Don't even go there. I am a financial adviser. No industry professional would even consider transferring your army pension, the scheme you have is the best in the business, your army pension is classed as gold plated, you will not get anything better anywhere, never let anyone tell you any different. This company appear to be well dodgy, one of my new clients has unfortunately transferred his pension to them and is pursuing a case against them for pension fraud via the serious fraud office. Enough said. Hope that helps, regards, John.

Thank you very much for your correspondence john . I don't want to take advantage of your professional position but do I stand any chance of getting my money back if I go through legal channels and follow criminal proceedings against these people ?

Kind regards

Paul

i am also in same position and have contacted action fraud and believe if enough victims contact them, the police will consider looking into this company for fraud. Does anyone know what chances are of getting any of the money back?

regards
John

I'm much In the same position can't get any response from trustees or capita oak is there any chance of getting my 50k back

i to have  been robbed just.phomed the fraud sqad up this morning

Been onto action fraud FCA regards capita oak & imperial trustee services ltd waiting for response