Welcome to Beat the Banks

Find Us

87 Commercial Street,

Dundee DD1 2AB

Unregulated Pensions Investments

Unregulated Pensions Investments

Anyone who has worked hard all their lives and ensured they have a viable pension pot to look after them in later years deserves to be able to enjoy those hard-earned rewards. Therefore, the process of transferring all or part of their pensions in a bid to earn a higher rate of investment return also deserves to involve reliable, honest and knowledgeable advice from the professionals. Unfortunately, you don’t always get what you’re entitled to.

In recent years, there has been a number of cases in which people have lost significant sums of money via pension investments that failed to live up their promises. The Financial Conduct Authority (FCA) have become involved in some which led to serious punishment for those involved.

Examples of wrongdoing include poor standards of advice, a failure to carry out adequate assessments of the financial position of consumers and insufficient explanations of the risks involved. For the consumer, the heartbreak of knowing that some or all of their carefully acquired savings were disappearing must have been overwhelming.

Rules are there to be followed, but in some cases they just weren’t

The FCA rules stress that financial firms should conduct their business with integrity, due skill, care and diligence. Customers are required to be treated fairly and with due regard to their interests, and it’s sad to say that in some instances this has not happened at all. Some of the more unscrupulous providers of pensions transfers seem to have been more concerned with earning a high commission than with offering sound advice that could and should have been relied upon.

While there is no set pattern to each of these cases, many of the victims were encouraged to transfer their pensions so they could be invested in property developments outside of the UK, in forestry projects and in storage pods. The arguments were persuasive, the risks seemed small and the potential returns were tempting. Unfortunately, the inevitable disasters were about to unfold.

If you’ve been an unwitting victim of an unregulated pension transfer, we may be able to help. Losing all or part of your pension pot can be traumatic, but we’re here to help and advise you, so contact our friendly team today on 0800 193 1234 for a no obligation chat. You may have been feeling that there is nowhere to turn, but one call can help to bring you some much-needed clarity in what has obviously been an extremely upsetting ordeal.

Book a FREE Callback

or enquire now

Sign up to Beat the Banks Newsletter

I have read and agree to the terms & conditions
  • Mrs C, Glasgow

    “From beginning to end, Beat the Banks have been very efficient. I am very pleased with the service from Jenna and the team. I am highly delighted and I have been recommending all of my friends.”

  • Shona, Dundee

    “Huge thank you to the team. After attempting to claim PPI myself and getting absolutely nowhere, I got Beat the Banks involved and ended up getting  £12,000. What a result. Beat the Banks made it so easy and were committed right to the end.”

  • Mr A McQuillian

    “From previous experience of PPI claim companies, I was a bit dubious if anyone could help me but I thought I would try Beat The Banks. To say I am pleased with the service and conclusion to my claim is an understatement. Beat the banks and my claim handler in particular handled all aspects of the claim from Clydesdale Bank with professionalism, courtesy, and efficiency to secure a positive result on my behalf. I would certainly recommend the services of Beat the Banks to anyone who thinks they have PPI claim, especially with the Clydesdale Bank.”

  • Mrs S, Falkirk

    “I was apprehensive about using a company to claim my PPI as I had previously responded to a “cold call” and was pestered with calls. I heard about Beat The Banks on a local radio station and because they were based in Scotland I felt comfortable approaching them. I have had a very positive experience with Beat The Banks. They are not pushy and answer any queries timeously. All the Agents I have spoken to were knowledgeable, polite and friendly. After the initial information gathering conversation, they understood my needs and just got on with my claim. No hassle. Even when it was clear that my claim was of a relatively low value they processed without delay. I would definitely recommend using Beat The Banks …. they put all the other companies out there to shame.”

  • T & A, Dundee

    “Down entirely to Mike’s hard work, we previously had a successful claim with Clydesdale Bank. Mike was convinced we had more loans with PPI and he was relentless in efforts to recover our paperwork from the bank. Finally, after many attempts, enough records were recovered to submit several claims. We have now received much more compensation, covering loans going back many, many years. If it had not been for Mike and the team at Beat the Banks this would never, ever have happened. Literally, all we did was sign our name and bank the cheque.”

  • Mrs S, Falkirk

    “I was apprehensive about using a company to claim my PPI as I had previously responded to a “cold call” and was pestered with calls. I heard about Beat The Banks on a local radio station and because they were based in Scotland I felt comfortable approaching them. I have had a very positive experience with Beat The Banks. They are not pushy and answer any queries timeously. All the Agents I have spoken to were knowledgeable, polite and friendly. After the initial information gathering conversation, they understood my needs and just got on with my claim. No hassle. Even when it was clear that my claim was of a relatively low value they processed without delay. I would definitely recommend using Beat The Banks …. they put all the other companies out there to shame.”

  • Mr & Mrs M, Shetland

    “We really appreciate the doggedness and professionalism of Jenna and the team at Beat the Banks. This is something we’d never have gotten round to doing and we’re so glad we went through the process with professionals as we’ve now had great results. Only positives have come from the experience.”

  • Mrs S, Falkirk

    “Excellent service so helpful, I received a substantial sum back that I had no idea I was due, thank you again to Beat The Banks especially to Gary who was so helpful and efficient in every way.”

  • Dave & Linda , Dundee

    “We had no paperwork but £52,500 reasons to say thank you, we are now living our Spanish dream! Exceptional service.”

  • Mr S, Dingwall

    “Have just found out I have won all my cases with the bank, going back many years and been awarded compensation of just over £15,000!”

Web Design by: Purple Imp