Should I keep copies of all communication with the claims management company or solicitor regarding the mis-selling claim?

Yes, it's highly recommended to keep copies of all communication with your claims management company or solicitor throughout the mis-selling claim process. This includes emails, letters, and phone call notes (with dates and times).

Here's why keeping copies is important:

• Maintaining a clear record: Having copies creates a chronological record of communication, helping you remember key details and track the progress of your claim.
• Supporting your case: If any discrepancies arise or there's a need to clarify information, documented communication can serve as evidence.
• Future reference: Keeping copies ensures you have a clear understanding of any agreements made or instructions received during the claim process.

What type of communication should I keep copies of?

• Initial contact: This includes any information packs, terms of engagement, or fee agreements you receive from the claims management company or solicitor.
• Updates and instructions: Keep copies of emails or letters detailing the progress of your claim, any deadlines you need to meet, or next steps to be taken.
• Your instructions: If you provide specific instructions or ask for clarifications via email, keep copies for your reference.

How can I keep copies?

• Digital copies: Save email threads and important documents as PDFs on your computer or a secure cloud storage platform.
• Physical copies: If you receive any paper documents, consider creating digital copies and storing the originals in a safe place.

By keeping clear and organised copies of your communication, you'll be well-prepared throughout the mis-selling claim process.

For further information on keeping records for financial claims, you can visit the Citizens Advice website https://www.citizensadvice.org.uk/.