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 Endowment Questionnaire

Your answers to these initial questions will determine whether or not you have a valid case for compensation. On completion of the form you will be directed to a response according to your circumstances. If we are able to represent your claim the page will give you further instructions of the details we need to pursue your claim. The results of this claim do not obligate either party to continue with a claim.

1. Date policy started?
2a. Who sold you the policy?
2b. If an IFA or Insurance Broker, are they still trading? Yes No
2c. If a Solicitor, are they still trading? Yes No
3. Were all mortgage payment options explained? Yes No
4. Were the investment risks fully explained? Yes No
5. Were you told that the endowment would definitely repay or was guaranteed to repay your mortgage at the end of the specified term? Yes No
6. Does your mortgage extend past your endowment term? Yes No
7. Does your endowment extend past your retirement age? Yes No
8. Have you surrendered your policy more than 12 months ago? Yes No
9. Were the fees and charges fully explained? Yes No
10. Was a fact find completed? Yes No
11. Were you advised to surrender a policy when you took out this endowment? Yes No
12a Have you or your partner already made a written complaint to your endowment provider or adviser? Yes No
12b If yes, what was the outcome? e.g. "Endowment Provider refused claim, said we hadn't got a claim etc"
13. Who was the endowment with?
14. When did you last change your mortgage?
 
Title
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Address
 
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Where did you hear about us?
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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