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Self-certified endowment misselling

I recently had a visit from a lady who used to work as a sales representative for Sun Life of Canada.

In 1984, she sold herself an endowment policy to support her new 20-year interest-only morgtage of £15,000.

Her endowment policy will mature next month with a maturity value of £16,000.

As this policy maturity will only provide her with a cash surplus of £1,000, she came to see me wondering if she could possibly make a complaint for being missold an endowment policy.

Brian Roberts Brian Roberts Financial Services,Craig-y-Don,Llandudno

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