Endowment qu'aire - tips for others

dolphy

I have trawled through the many posts on the forum with regards to completing the standard endowment questionnaires, which are sent after making a complaint.

This is what I have concluded:

- print off the Ombudsman form and compare the questions, any that do not feature on the Ombudsman form should not be relevant to your complaint. The ones I have identified are: Your current occupation, current salary and any additional yearly income.

- the company who sold you your endowment have to prove that it was mis-sold, not the other way round

- identify on the form if an alternative mortgage was not discussed

Hope this provides a shortcut for others, if anyone knows any different to the above, please feel free to correct me.

Dolphy

dolphy

OK, call me paranoid....but...

On the standard endowment questionnaire, it asks for your total monthly mortgage payment and endowment payment. On the Ombudsman form, it doesn't.

Does anyone know if these figures affect your claim in any way? Not that I have anything to hide, I just have your average mortage but I'm wondering why it is not asked for by the Ombudsman.

Thanks, Dolphy