In 2007 I engaged an IFA to sort my pension plans.
Prior to starting the work I sent an email to the IFA (which has been confirmed as received) stating that I would only work with the IFA on the basis that any commission he received above £x was to be shared with me.
As part of the transfer of my pensions I signed a document confirming payment to the IFA of some £2,000 above the £x in my email
I have recently approached the IFA requesting a rebate of c£1,000 - he is refusing and suggesting that I take the matter up with his "umbrella organisation"
My view is that his organisation will be bias towards the IFA - so I would rather take the case via the Small Claims Court
Thoughts welcomed
Prior to starting the work I sent an email to the IFA (which has been confirmed as received) stating that I would only work with the IFA on the basis that any commission he received above £x was to be shared with me.
As part of the transfer of my pensions I signed a document confirming payment to the IFA of some £2,000 above the £x in my email
I have recently approached the IFA requesting a rebate of c£1,000 - he is refusing and suggesting that I take the matter up with his "umbrella organisation"
My view is that his organisation will be bias towards the IFA - so I would rather take the case via the Small Claims Court
Thoughts welcomed