AAP Valuation Form

Remember, the endowment policies that are traded must be a Traditional With Profits Endowment and taken out prior to 1997 with a surrender value greater than £2000. Please note all fields marked with the * symbol are required fields and must be completed in order to process this form
Policy Details
Title
First Name *
Last Name *

House No or Name *
Address Line 1 *
Address Line 2
Town or City *
County *
Postcode *
Country If Not UK

Daytime Telephone *
Evening Telephone
Fax
Email Address *
Policy Details
	Please note if the life company is not in the attached list of life offices AAP will be unable to provide an offer
Life Office *
Policy Number *

Start Date *
Policy Term *
End Date *
Sum Assured *

Bonuses *
Bonus Date *
Special Bonuses

Premium Amount *
Premium Frequency	Monthly Quarterly Annually
Quote Date *
Surrender Value *
SV Date Obtained * - this date must be within the last three months

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Lloyds TSB plc has allocated a further £110 million to compensate endowment policyholders. This is in addition to the £250 million which was set aside to pay compensation in 2003.

Lloyds TSB plc to impose a time bar on endowment policyholders that were mis-sold their policies in order to prevent them from making a claim

Reported in the Daily Telegraph December 2004

Mortgage endowment policyholders are collectively going to face a shortfall estimated at £ 40 billion

The average amount of compensation where a policy has been mis-sold is estimated to be £3,000
Source ABI (The Association of British Insurers) 2006