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*PLEASE NOTE* This site is
for information purposes only - we are not accepting
any new cases from January 2007
Making an
endowment compensation claim can be difficult and
somewhat daunting for most people.
Here we highlight a
number of success stories that might be of interest to
you.
The case studies may help to put your own situation
into perspective.
CASE STUDY 1 Our clients in this
case were sold an endowment policy whilst one of them
was employed by the armed forces. They were sold a plan
despite being stationed / residing in Europe in army
quarters and owning no property that required a
mortgage.
Read more CASE STUDY 2 This case involves a
case where our clients had a policy that had already
matured and had delivered a significant shortfall.
Read more
CASE STUDY 3 In order for an endowment
sale to be compliant with the existing regulations - a
salesman must assess a customers "attitude to risk" when
considering investments. This has been an important
element of any endowment sale post April 1988 when the
Financial Services Act 1986 was implemented.
Read more
CASE STUDY 4 This case deals with
retirement issues. Here we discuss situation where an
endowment salesman advised a policyholder to take on a
25 year plan knowing that the individual would be
retiring before the plan matured. This is now regarded
as poor financial advice.
Read more about endowment "retirement" complaints.
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