Free Pension Check – Beat The Banks

Mis-sold your pension by PTC Financial Advice (Scotland) Ltd?

One in two Pension Transfers Were Misadvised

Did the former director of the now failed PTC Financial Advice (Scotland) Ltd, or any other adviser, transfer your pension to True Potential?

Beat the Banks have already recovered several hundreds of thousands in compensation for victims who saw their Prudential pension transferred to True Potential under his advice.

Start Your Free Check

If the following sounds familiar you may have a claim;

He originally referred you to Ken Simpson of the now defunct Independent Benefit Consultancy, who transferred your final salary pension (typically United Glass, Diageo, Scottish Amicable and Metalbox) to Prudential.
Your new Prudential pension was then transferred back to PTC Financial Advice Ltd and then to PTC Financial Advice (Scotland) Ltd to provide ongoing advice.
Any time from October 2020 onwards, you received a call from PTC Financial Advice (Scotland) Ltd saying their director wanted to see you for a review.
You weren’t informed that the director and only adviser at PTC Financial Advice (Scotland) had previously been appointed as a Wealth Manager with True Potential on 24 September 2020, despite both continuing to be FCA authorised and regulated until 27 August 2021 as confirmed to the following link to the FCA Register: https://register.fca.org.uk/s/individual
He saw you only him once with his son who set up the True Potential App on your phone.
You were told that Prudential were now hard to deal with performing poorly.
He told you he was retiring and moving all his clients to True Potential.
You were presented with a prepared A4 login sheet. “Favourite car” was often quoted as “Bentley.”
You never saw or spoke to him again before your Prudential pension was moved to True Potential.
You are asked to do an annual review yourself and you have rarely if ever spoken to an adviser at True Potential since your pension was moved.

Our track record advice given to former clients of PTC Financial Advice (Scotland) Ltd and other IFA’s local to Alloa, Stirling and Falkirk.

We don’t just “handle” claims; we win them.

Significant number of upheld decisions against advice given to transfer to True Potential
£100,000s Recovered for clients just like you.
Expert Led: Our team knows exactly where the advice went wrong and how to prove it.

Our Clients Speak for Us

Remember we do all the hard work, so you don’t have to. Sign your name and bank the cheque. We do the rest.

J

Very happy as Mike and Craig took me through and explained every step until conclusion. For that I thank you.

A

Dealt with my claim professionally and kept me updated during a prolonged process with faceless authorities.

c

A pleasure to deal with, made it very easy for me.

I

Very pleased with the service and outcome

What We Do: Mis-Sold Pensions Free Check

Step 1: Understanding Your Story. A friendly chat to understand why you were advised to move your pension
Step 2: Reviewing Your Documents. Suitability Reports, Pension Transfer Analysis, and even texts/emails from your adviser are carefully reviewed.
No Paperwork? No Problem! On your behalf, we recover essential data from companies, liquidators, pension schemes, and funds.
Step 3: Investigative Forensics. In-depth research into: Your adviser’s history, regulatory status, and past claims. FCA Register, Companies House, and the FOS upheld claims database.
Step 4: Honest Feedback. We assess whether you have a strong claim and explain your chances of success.
Step 5: Your Decision. Proceed with our expert support or choose to submit the claim independently.