Cancellation & refund policy

Cancellation policy

After your application is accepted you will receive a statutory notice of your right to cancel. You will then have 30 days from the commencement date of the plan, or the date the notice is received, whichever is later, in which to change your mind.

  • If this was a non-advised sale a full refund of all monies will be paid.
  • If this was an advised sale where an adviser fee was paid from your investment, all the money invested into the plan will be returned, which excludes any fee which will have already been paid to your financial adviser.

You can cancel your plan by completing and returning the cancellation form provided to Foresters Friendly Society, Foresters House, 29-33 Shirley Road, Southampton, SO15 3EW. Any monies refunded will be refunded to you using the original payment method.