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87 Commercial Street,

Dundee DD1 2AB

Our Process

There’s nothing worse than finding out you might have been a victim of faulty or fraudulent pension advice.

We understand how it feels – the confusion and embarrassment at the thought of being taken advantage of, not to mention the worry over how much money you might have lost.

Pensions are pretty complex, so it’s easy for a so-called expert presenting facts and figures to gain your trust. Nobody wants to look foolish, and you certainly don’t want to miss out on a good deal.

Unfortunately, it’s a sad fact that whether regulated or not, some unscrupulous pension advisors don’t always have their customers’ best interests at heart. They see your hard-earned pension savings as rich pickings with the knowledge they can command large fees and commissions to support their lavish lifestyles. 

That’s where the team at Beat the Banks come in. 

We’ll listen to your story and use our experience to establish if something might be amiss. If we think it is, it’s our job to guide you through the process of redressing your situation. We’ve worked in the financial services all our lives and have a long track record of successfully supporting claims.

We’ll also tell you if you can make a direct claim for free without using our services, and in turn the free services offered the Financial Ombudsman and the Financial Services Compensation Scheme if your claim is rejected.

All it takes is one call to our team to find out what we can do for you.

Whether you were advised to move your pension into a SIPP and then into unregulated assets or were persuaded to transfer your defined benefit workplace pension elsewhere, we are here to help.

Beat the Banks – protecting rights, correcting wrongs.

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