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Case Study: Mr W

Case Study

Discover the story of Mr W, who, with our help, managed to clear his debts and secure funds for his retirement after being mis-sold a pension transfer.

The Problem

Mr W was advised by The Investment Company, who were an authorised representative of Sesame Limited, to transfer his Ministry of Defence final salary pension into a ReAssure personal pension. The transfer took place in 1993. Mr W transferred £4,302.58 from his scheme. He did this following a meeting with The Investment Company at his home, where he was advised that his Ministry of Defence pension was frozen and would, therefore, never increase in value.

Mr W’s previous final salary scheme included certain benefits; Mr W stated that The Investment Company did not explain the benefits that were attached to his previous scheme.

The Solution

Mr W stated that had The Investment Company clearly explained the transfer and the impact it would have on his retirement, he would not have transferred away. A complaint was sent to Sesame Limited, as the principal firm of The Investment Company, to investigate the advice given in 1993. They investigated Mr W’s complaint and concluded that the advice Mr W received was not in his best interests, therefore upholding his complaint.

The Result

Sesame Limited completed their investigations and made an offer of £42,832.69 which Mr W accepted.

Learn more about mis sold final salary transfer claims.

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And luckily we are pretty damn good at creating happy endings.

Money Hands

We are here to rewrite the book for you. And luckily we are pretty damn good at creating happy endings.


When you get let down by someone you thought you could trust, it can leave its mark on you, emotionally and physically.


We are committed to transparency and fairness in the way we conduct with clients, including how we charge for our claims services.

Speak to an expert today

We have decades of experience in helping people claim back money that is rightfully theirs. Whether you want to make a mis-sold pension claim, have questions about a mis-sold investment, or you’re just looking for some advice you can trust – we’ve got you covered. Reach out to our team today for a no-obligation, completely free chat. 

Call: 01204929929

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