by Greg Vaughan | Jun 23, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mrs W and Lloyds Bank’s refusal to consider the case As a general rule of thumb, if a bank can find a reason to refuse to consider a case, it will. The...
by Greg Vaughan | May 16, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr & Mrs G and a Barclays structured investment product I see quite a lot of cases like Mr & Mrs G’s and it is fairly typical. A structured...
by Greg Vaughan | Apr 19, 2022 | Investments, Mortgage
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Miss H and her Zurich protection insurance One of the most common issues that arises is that of over-selling. This is not the same as mis-selling per se....
by Greg Vaughan | Apr 1, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr D and Lloyds business loans This is a classic case of mis-selling, showing how even a highly intelligent person can be led up the garden path by their bank....
by Greg Vaughan | Mar 15, 2022 | Pension Advice
Beware of advisers offering a pot of gold A continuing theme in the mis-selling of pensions is that of transferring old company scheme retirement pots into Self-Invested Personal Pension Plans (SIPPs) Although cold calling has been banned, I continue to be...
