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Carl Potter from Bolton received £1,200 - RBS/Natwest

Carl Potter

In 1998 Mr Potter wound up his construction business and decided to retire. At this time Royal Bank of Scotland suggested that Mr Potter should invest some £6,000 into a Personal Equity Plan (PEP). The adviser explained to him that PEPs were tax free and Mr Potter thought it was a good idea. However, over the next few years the value of Mr Potter’s PEP fluctuated greatly, seeming to go down much more than going up. He waited for the value to recover and cashed in his PEP which made a small growth of just £176 over 10 years.

Mr Potter approached Goodwin Barrett and asked if we could help as he was bitterly disappointed that RBS had held his money for so long when he could have earned much more had he kept his money in a deposit account. We investigated his case and it was quite apparent that the level of risk involved with Mr Potter’s PEP was much too high. We reported our findings to RBS and Mr Potter was delighted that the bank had agreed to pay him interest that he could have earned together with compensation totalling £1299.

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