| They estimate that as many as 20 million payment | | | | alternativeo Age limitations for making claims were |
| protection insurance (PPI) policies have been sold by | | | | not explained to borrowerso Borrowers needs were |
| Banks, Building Societies, Specialist lenders, Finance | | | | not properly analysed by sales staffo Self employed |
| Companies and Mortgage Brokers in the UK and it's | | | | borrowers were sold redundancy packageso |
| estimated that as many as 90% may have been | | | | Unemployed borrowers were sold policieso Borrowers |
| mis-sold. | | | | on the sick were sold accident and sickness policies |
| To support this, it has been reported that around | | | | The list goes on and on..... In hindsight, it can be seen |
| 90% of all missold PPI claims submitted to the | | | | that the lending industry ran amok over borrowers |
| Financial Ombudsman are being upheld and massive | | | | and often it was the most desperate borrower that |
| compensation claims are being awarded against UK | | | | ended up paying the highest price. |
| lenders. | | | | So, what happened to straighten out the industry |
| The payment protection insurance industry is | | | | and what helped to stop the perennial abuse of the |
| estimated to be valued in excess of £6 billion | | | | UK borrower? |
| to the UK lending industry and if 90% of these claims | | | | The insurance industry became regulated in January |
| have been mis-sold, then the reclaim industry has a | | | | 2005 and became the responsibility of The Financial |
| massive task ahead of it. | | | | Services Authority (FSA). It became apparent to the |
| Well what is all this missold PPI about? | | | | authority that complaints against these lenders were |
| The idea of arranging an insurance policy to protect | | | | on the increase as borrowers began to realise that |
| individuals against financial hardship in the event of | | | | they had been badly treated by lenders and policies |
| losing their job through redundancy, being off work | | | | that they had been sold were not paying out. As |
| through sickness and/or accident is a good, as the | | | | complaints went up, so the fines against lenders |
| insurance policy would pay out a monthly benefit to | | | | increased. |
| an individual to help them to meet their loan | | | | By January 2007 stories began to emerge of small |
| repayments. It all sounds good so far. | | | | companies being fined and headlines read as follows: |
| There are a number of factors and clients | | | | ...... The FSA has already fined three firms for poor |
| circumstances that should be taken into consideration | | | | practice in selling PPI - Regency, Loans.co.uk and |
| by advisers when considering insuring a client for the | | | | Redcats. It has imposed a public censure on Eastern |
| repayment of a loan and I list these for consideration. | | | | Western Motor Group and action was taken against |
| 1) Is there a need to protect the individual/s? | | | | Capital Mortgage Connections and Home and County |
| 2) Do they already have protection in place? | | | | Mortgages. |
| 3) Does the customer qualify for the protection? | | | | But the industry ignored these warning signs and |
| 4) What term will the protection last in comparison | | | | continued with its tirade of abuse and failed to heed |
| with the loan term? | | | | the warning signs. By September 2008 most of the |
| 5) Is the protection suitable? | | | | big boys (lenders) had been taught a lesson by The |
| 6) Are there any pre-existing condition clauses? | | | | Financial Services Authority (FSA) for misselling PPI |
| 7) If yes, have these been explained? | | | | and fines had been dished out ranging from Egg being |
| 8) Have comparisons of similar products been made? | | | | fined £721,000 to Alliance & Leicester |
| 9) Have the terms and conditions of the policy been | | | | being fined £7 million in October 2008. |
| fully explained? | | | | Eventually, it became necessary to change legislation |
| Unfortunately, most of the payment protection | | | | and from May 2009 to totally ban the sale of single |
| insurance (PPI) policies sold by lenders( to protect | | | | premium PPI. Further to this lender now have to wait |
| loans and credit card payments) have been sold as a | | | | a minimum of fourteen days before they can |
| single premium policy. This effectively means placing a | | | | approach borrowers about arranging a monthly PPI |
| lump sum insurance premium on top of a loan and | | | | policy to protect the loan. |
| thereby increasing the loan amount substantially. It | | | | Missold PPI Claims |
| has been reported that this insurance premium can | | | | So how does a borrower go about getting |
| increase the loan amount by as much as 40% in | | | | compensation for being missold a PPI policy now that |
| some instances. | | | | you realise that you may have a claim? There are a |
| A typical example would be as follows: | | | | number of different options available and each one |
| Loan amount borrowed £ 25,000 over 20 | | | | has its advantages and disadvantages: |
| year term @ 9% APR | | | | The DIY Routeo You can write directly to the lender |
| Single premium Payment Protection Insurance | | | | and negotiate a claim yourself.o You may seek help |
| premium = £6,975 | | | | from the Financial Ombudsmano You can contact and |
| Total borrowed £25,000 + £6,975 = | | | | liaise with government bodies e.g. Citizens Advice |
| £31,975 @ 9% APR | | | | Bureau. |
| Payment protection insurance would normally protect | | | | Instruct a Solicitoro You may prefer to instruct a |
| the borrower for the first five years of the loan, | | | | solicitor to act on your behalf, to collect the relevant |
| whilst paying the full 9% APR on the total amount | | | | information and pursue your claim.o There may be |
| borrowed for the whole 20 year term. | | | | charges attached to this service |
| Now logic tells us that we do not just suffer the | | | | Upfront Charging Claims Companieso There are a |
| consequences of redundancy, accident and sickness | | | | variety of specialist claims management companies |
| over the first five years of taking out a loan and | | | | who offer their services.o Some request an upfront |
| experience tells us that we tend to suffer from | | | | charge of up to £500 (and £100 for |
| illness the older that we get. So, where is the logic of | | | | each subsequent claim) and may also take a |
| arranging a short term policy such as this, on a long | | | | percentage of your settlement fee. |
| term loan? | | | | Claims Onlineo You can claim online using the services |
| The issues regarding the mis-selling of payment | | | | of an internet based claims management company.o |
| protection insurance are massive and there is a whole | | | | There may not be an up-front charge for this type |
| list if things that can be identified to each individual's | | | | of service but the claims management company will |
| circumstances but surely the product selected should | | | | take a percentage of the value of the settlement.o |
| be suitable and fit for the purpose in the first place. | | | | You will be required to provide the full relevant |
| The ideal situation for this would be a protection | | | | information for each application |
| policy that protects for the term of the loan and one | | | | No Win No Fee Claims Management Companieso |
| that is not added to it. | | | | Offer a service that may include a face to face |
| So what are the major areas that people have been | | | | explanationo FREE claims analysis and ongoing client |
| mis-sold PPI and how are they currently being | | | | supporto You pay nothing until your claim is settledo |
| compensated? | | | | On settlement, you pay up to 25% of any sums |
| Research has identified the following common missold | | | | negotiated on your behalf |
| PPI problem areas:o Borrowers are often sold | | | | Conclusion |
| completely inappropriate policies that they cannot | | | | The UK payment protection insurance industry is |
| claim ono Policies will not pay out because of | | | | huge and billions of pounds have been made by |
| pre-existing medical condition clauses not identified at | | | | lenders by overcharging borrowers by up to 10 and |
| the application stageo Borrowers are not aware that | | | | 15 times more for PPI policies than would normally be |
| a lump sum has been added to their loano Borrowers | | | | available on a commercial basis. |
| are not aware that the insurance lasts only for the | | | | Lucky for the lenders that they had a captive |
| first five years but the loan may be 10, 15 or even | | | | audience and found clients that had traded with them |
| 25 year termo Borrowers are told that they had to | | | | for generations, as this made the borrower easy |
| take out the policy to qualify for the loano | | | | meat and allowed the lenders to missell them and |
| Borrowers were not advised that a cheaper monthly | | | | make their £ billions profit per year. |
| payment options was availableo Long term accident | | | | What will be the next mis-selling story I wonder? |
| and sickness policies were not offered as an | | | | |