Forms

If we have advised you that we could make a claim on your behalf then you will need to sign and return the forms below to enable us to proceed.

Letter of engagement - PDF version - Word Version
Letter of authority - PDF version - Word Version
Questionnaire - PDF version - Word Version
Terms & Conditions - PDF version - Word Version

We cannot begin to process your claim until we are in receipt of the above 4 completed and signed forms. Please complete a separate Letter of Authority form for each policy you would like us to pursue. Without this paper work we cannot proceed.

To download the documents to print offline click your right-hand mouse button over the link and choose 'Save Link As...' or 'Save Target As...' and choose where to save your files.

These files cannot be edited, you must print these files and hand write your responses where required.

If you do not have access to a printer, please click here to let us know and we will post the forms to you to complete.

It would also be helpful to send a copy of your initial documentation such as;

  • illustration(s) of endowment given at outset
  • copy policy schedule
  • any letters you have received both at outset and recently

Please note, if you do not have these do not be concerned. You can still proceed without these documents.

Please post your forms and documents as listed above to:

Endowment Advice Limited
32 Whitefields Gate
Solihull, West Midlands
B91 3GE

 

 

 

 

 

 

 



 
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Our easy to use form will soon let you know whether we are able to represent your endowment claim.

Click here to take our test


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