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Tag Archives | SME

Case Study – FOS Determination – Income Protection Offset

This case looks at a dispute between a claimant and their insurer, which was resolved by the Financial Ombudsman Service in June 2014. The insurer applied an offset clause to the claimant’s income protection benefit, reducing the payments. FOS overruled the insurer, ordering them to pay compensation. The case has implications for advisers recommending key […]

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Case Study – My Own Claims Experience (Mark McNeany)

In this claims case study, adviser Mark McNeany shares his experience of having to make his own insurance claim, and the impact this had on his view of the advice industry. At a glance Provided by: Mark McNeany Business name:  Vertex Group Licensee: Garvan Date of claim: July 2010 Claim type: Income protection In detail […]

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Case Study – Building a Successful Risk Business

Adelaide adviser, Peter Moyle, has established a highly successful advice business that has drawn on experience he has gained during 30 years in the life insurance industry. In this case study, Mr Moyle talks about the key factors that have led to his success. At a glance Provided by: Peter Moyle Experience: 30 plus years […]

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