After she enlisted our services, a request for FSAVC policy data was sent to Aviva on behalf of Mrs J and, once these details came through, they allowed us to issue a bespoke Letter of Complaint. During the course of the investigation that followed, we provided additional information by completing a detailed questionnaire with our […]
Due to the unexpected arrival of the Covid-19 pandemic, it has turned out to have been a tough year for everyone. However, despite the staff here at IIYM having to very quickly adapt to a brand-new working environment, all of our hard work has continued to have been made worth it by the feedback we […]
2020 is due to end soon enough. It has been a strange year, one that has brought many challenges and seen many changes. We have all had to adapt to the unprecedented arrival of Covid-19 and, for us, that has meant most of our claims handlers getting used to working from home. Our offices will […]
Mrs K contacted It IS Your Money regarding a number of mis-sold financial products, including a Personal Equity Plan. One quick conversation with our sales agent and the reasons were highlighted as to why the product had been mis-sold to her i.e. the level of risk was not properly assessed. The necessary forms were sent […]
Mr W contacted It IS Your Money regarding a number of mis-sold financial products, including a Pension Linked Mortgage. Endowments were not mentioned at the time as Mr W assumed that all would be subject to Time Barring and therefore unwinnable. The resulting conversation between him and our sales agent highlighted a number of reasons […]
Mr R 5 Star review “They pushed my claim through to a successful outcome. I would never have thought I even had a claim in the first place. They kept me informed throughout and were helpful and pleasant on the phone.” Mrs H 5 Star review “I had excellent service from It Is Your […]
Mrs J contacted It IS Your Money about a pension she was paying into alongside her Teachers Pension. After talking to our experienced team, it was quickly established that Mrs J had been advised by Teachers Assurance to pay into a Free Standing Additional Voluntary Contribution (FSAVC) plan to supplement her superannuation scheme. Our expert […]
Mrs M contacted It IS Your Money after seeing a post on Facebook about mis-sold FSAVCs (Free Standing Additional Voluntary Contribution). Mrs M was advised in 1991 to top up her NHS pension with an FSAVC with Merchant Investors (now Sanlam). Our expert team very quickly established that Mrs M may have been given poor […]
As the majority people are aware, Covid19 has become a serious concern for people in the UK. As such It IS Your Money have taken the following steps in accordance to the government’s guidelines. As of Thursday 19th March, the majority of It IS Your Money are working remotely, allowing our staff to self-isolate whilst […]
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 […]