Dr S contacted It IS Your Money about a pension he was paying into alongside his NHS Pension. After talking to our experienced team, it was quickly established that Dr S had been advised by Wesleyan Assurance Society to pay into a Free Standing Additional Voluntary Contribution (FSAVC) plan to supplement his superannuation scheme. Our […]
Whilst dealing with Mr an Mrs B’s PPI complaint our expert team discovered a monthly charge on a Bank Account they held with Lloyds and knew this was a Gold Service Account (Packaged Bank Account). We contacted Mr and Mrs B about the account as they have often been found unsuitable. This account gave them […]
In November 2019 Mrs I contacted It IS Your Money about her Free Standing AVC. During the conversation with out team we established that not only could we help with this complaint but also with her husband’s Reviewable Whole of Life policy. In the early 90’s Mr I was advised by Cornhill Life (now Phoenix […]
Mr B saw one of our Endowment posts on Facebook and decided to contact us about the Endowment policy he had taken out in the late 80’s. After having a conversation with our team, we established that Mr B had already claimed compensation on this policy. Therefore, there was nothing further that we could do […]
In June 2019 Mrs M contacted It IS Your Money about an Endowment policy she was sold. Much like many of the Endowment cases we investigate, Mrs M was told her Endowment policy would cover her mortgage and provide an additional lump sum. During the term of the policy Mrs M received a ‘Shortfall’ letter […]
Miss B had initially contacted It IS Your Money to discuss her Endowment policy which she was unhappy with. After discussing with our team, we promptly sent our forms to start the process. After returning the forms back to us we started our investigation. Our claims handlers requested further information from the provider as Miss […]