Our client, an NHS doctor, was sold a FSAVC by Lincoln National (now Sun Life Financial Of Canada SLFOC).

Initially, the case was upheld, and a loss calculation started. However, SLFOC later indicated a change of stance to their compliance opinion based on an answer on a questionnaire completed by the client.

X-Claims challenged the basis of the potential rejection on behalf of our client; this was based on legal argument and precedent created by our unique experience in this field, and we obtained a cash settlement offer of £217,000.

Client: Dr F C