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PPI claim

Ok so I have read MSE guide but still not very sure whether we'd eligible for a refund. Be nice please as I don't know much about this stuff!

We found a letter recently from 2012 giving information about PPi Annual Review. We have policy number. It says Optional PPI Review.
Covers accident & sickness and unemployment.
During this time, policy owner was employed.
It is from Cardif Pinnacle.

My understand is as it states "optional", it wouldn't be eligible for a refund - is that correct?

If not, how do we go about finding out more ?
ally.

Comments

  • dunstonh
    dunstonh Posts: 121,175 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    It is not a case of eligibility for a refund. There is nothing actually wrong with having PPI. The whole issue is whether it was mis-sold or unsuitable.

    If you think there is any wrongdoing, then you make a complaint.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • asajj
    asajj Posts: 5,125 Forumite
    Tenth Anniversary 1,000 Posts Name Dropper Rampant Recycler
    dunstonh wrote: »
    It is not a case of eligibility for a refund. There is nothing actually wrong with having PPI. The whole issue is whether it was mis-sold or unsuitable.

    If you think there is any wrongdoing, then you make a complaint.


    I'm aware. We are not sure about any wrongdoing. I doubt if we go and ask them they will say yes. Thanks for your reply!
    ally.
  • dunstonh
    dunstonh Posts: 121,175 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    I doubt if we go and ask them they will say yes.

    They are required to look at all aspects of the sale if you make a complaint. Millions have been paid out to people for reasons that have not be raised in the complaint.
    We are not sure about any wrongdoing.

    If there is nothing wrong then why worry about this? If you think there is something wrong then state what it is and they will look at it.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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