Endowment compensation success stories and case

*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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