A legal disclaimer

Terms and Conditions

These Terms and Conditions govern your use of our pension paperwork support services. By using our services, you agree to comply with and be bound by the following terms and conditions.

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Important: We do not provide financial advice. Our services are for administrative and informational support only. no part of your service should be interpreted as financial, legal, or tax advice.

1. Services Provided

We provide non-advisory support services to help individuals complete pension-related paperwork. Our services include assisting with form-filling, document gathering, and navigating pension provider websites. We do not offer financial advice or recommend pension products.

2. Limitations of Liability

We are not liable for any loss or damage arising from your use of our services. Our support is limited to administrative assistance and does not include financial advice. You are responsible for making your own financial decisions.

3. User Responsibilities

You are responsible for providing accurate and complete information when using our services. You must ensure that any documents or information you provide are correct and up-to-date. We are not responsible for any errors or omissions in the information you provide.

4. Data Protection

We are committed to protecting your personal data in accordance with the UK GDPR and Data Protection Act 2018. We will only use your data for the purposes of providing our services and will not share your data with third parties without your consent. For more information, please refer to our Privacy Policy.

5. Fees and Payment

Our fees are based on the services you request and will be communicated to you before we begin work as advertised . Payment is due upon booking of the services unless otherwise agreed. We accept payment by online when you book.

6. Cancellation Policy

You may cancel our services at any time following the booking policy. If you cancel after we have begun work, you may be charged for any work completed up to the point of cancellation. Refunds will be issued at our discretion. Please refer to the booking policy

7. Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of England and Wales. Any disputes arising from your use of our services will be subject to the exclusive jurisdiction of the courts of England and Wales.

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How to Make a Complaint

We’re committed to providing excellent service, but if something hasn’t met your expectations, we want to hear from you. Here’s how you can raise a concern:

1. Submit Your Complaint
   Please email us at hello@pensionspathfinder.co.uk with the subject line “Complaint – [Your Name”. Include as much detail as possible, such as:

   • A description of the issue

   • Relevant dates or interactions

   • Any supporting documents or screenshots

2. Acknowledgement
   We will acknowledge your complaint within 2 business days to confirm we’ve received it and are looking into the matter.

3. Investigation
   We’ll review the details carefully, which may include contacting you for further information or clarification.

4. Resolution
   We aim to provide a full response and resolution within 7 business days. If more time is needed, we’ll keep you updated on our progress.

5. Follow-Up
   Once resolved, we may follow up to ensure you’re satisfied with the outcome and to learn how we can improve in the future.