by admin | Oct 27, 2023 | Case Study
A client was sold a SIPP by Natwest Bank while an NHS hospital consultant. Natwest initially time-barred the case. However, we handled his Appeal to the Financial Ombudsman Service (FOS). The loss was a complex calculation as the client could have purchased added...
by admin | Oct 27, 2023 | Case Study
Initially, our client contacted us regarding a dispute with the Prudential and simply needed advice in completing a form regarding this dispute when he was a university lecturer. Several months later, in a further discussion it transpired that, prior to working for a...
by admin | Oct 27, 2023 | Case Study
Our client had initially appointed a firm of “specialist“ solicitors to obtain redress for a pension transfer from a final salary pension scheme to a personal pension.The solicitor failed completely in that the firm was no longer trading and the adviser had retired...
by admin | Oct 27, 2023 | Case Study
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...
by admin | Oct 27, 2023 | Case Study
Our clients were both Consultant Doctors working in the NHS. Wesleyan upheld the complaints made and their loss calculation initially offered £850 in compensation for just one of the mis-sold FSAVC policies, recommended several years earlier.We were not satisfied that...
