by Greg Vaughan | Nov 24, 2022 | Pension Advice
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr M’s FSAVC Pension Plan with Aviva Mr M is in his early 60s and spent his whole career as a teacher, joining the profession at age 23. In the early...
by Greg Vaughan | Aug 31, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr & Mrs A and their Aviva endowment policy The very first step in any complaint case is to indentify which firm has potential liability for the...
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....
