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Endowment Policyholder Contact Details
(Please complete both sets of details if joint endowment policyholders)
Endowment Policyholder 1
Title
Mr
Mrs
Miss
Ms
Dr
Full Name *
Date of Birth *
Select
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31
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1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
Endowment Policyholder 2
Title
Mr
Mrs
Miss
Ms
Dr
Full Name
Date of Birth(DD/MM/YYYY)
Select
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Select
01
02
03
04
05
06
07
08
09
10
11
12
Select
1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
Your Email Address
Contact Address
Address *
Address 2
Address 3
City
County
Post Code *
Home Telephone
Mobile Number
Work Telephone
(Please tick the best number to contact you)
Endowment Policy Details 1
Main Endowment Policy Provider (Company)
Select
Other
Not Listed
Abbey Life
Abbey National Life
Alba Life
Allied Dunbar Assurance PLC
AXA Compliance
Barclays Life Assurance Co
Bradford & Bingley
Britannic Assurance PLC
Canada Life
Century Life PLC
Co-operative Insurance
City of Westminster Assurance
Clerical Medical
Commercial Union Life Assurance
Cornhill Life
Countrywide Assured Plc
Eagle Star
Friends Provident
G E Pensions Ltd
Guardian Financial Services
Halifax Plc
HSBC
Legal & General
Lincoln Financial
Lloyds TSB
Natwest Life
Norwich Union
Pearl
Prudential
Reliance Mutual
Royal & Sun Alliance
Royal London Unit Trust Managers Ltd
Royal Scottish Assurance PLC
Save & Prosper Insurance Co
Scottish Equitable Life
Scottish Life Assurance Co
Scottish Mutual
Scottish Provident Ltd
St James's Place
Scottish Widows
Standard Life
Sun Life Assurance Company of Canada
Sun Life Financial of Canada
Swiss Life House
Wesleyan Assurance
Windsor Life
Winterthur Life
Woolwich Life
Main Endowment Policy number (if known)
Type of Endowment Policy (if known)
With Profits
Unit Linked
Unitised
I do not know
At the time of the sale of this policy:-
Did your advisor discuss other mortgage alternatives with you such as a repayment or pension mortgage? *
Select
Yes
No
Dont know
Do you feel that you were made aware that your endowment payments might have to increase to keep the policy on track? *
Select
Yes
No
Dont know
Were you single with no-one being financially dependent on you? *
Select
Yes
No
Did the period that the endowment policy was selected to run for extend past the date at which you then intended to retire? *
Select
Yes
No
Was this endowment policy sold to you in advance of an intended future property purchase? *
Select
Yes
No
How would you describe your attitude to investment risk? *
Select
Risk Averse
Cautious
Balanced
Speculative
Do you have more than one policy ? *
No
Yes I have 2 policies
Yes I have 3 policies
Yes I have 4 policies
Yes I have 5 policies
Endowment Policy Details 2
Main Endowment Policy Provider (Company)
Select
Other
Not Listed
Abbey Life
Abbey National Life
Alba Life
Allied Dunbar Assurance PLC
AXA Compliance
Barclays Life Assurance Co
Bradford & Bingley
Britannic Assurance PLC
Canada Life
Century Life PLC
Co-operative Insurance
City of Westminster Assurance
Clerical Medical
Commercial Union Life Assurance
Cornhill Life
Countrywide Assured Plc
Eagle Star
Friends Provident
G E Pensions Ltd
Guardian Financial Services
Halifax Plc
HSBC
Legal & General
Lincoln Financial
Lloyds TSB
Natwest Life
Norwich Union
Pearl
Prudential
Reliance Mutual
Royal & Sun Alliance
Royal London Unit Trust Managers Ltd
Royal Scottish Assurance PLC
Save & Prosper Insurance Co
Scottish Equitable Life
Scottish Life Assurance Co
Scottish Mutual
Scottish Provident Ltd
St James's Place
Scottish Widows
Standard Life
Sun Life Assurance Company of Canada
Sun Life Financial of Canada
Swiss Life House
Wesleyan Assurance
Windsor Life
Winterthur Life
Woolwich Life
Main Endowment Policy number (if known)
Type of Endowment Policy (if known)
With Profits
Unit Linked
Unitised
I do not know
At the time of the sale of this policy:-
Did your advisor discuss other mortgage alternatives with you such as a repayment or pension mortgage? *
Select
Yes
No
Dont know
Do you feel that you were made aware that your endowment payments might have to increase to keep the policy on track? *
Select
Yes
No
Dont know
Were you single with no-one being financially dependent on you? *
Select
Yes
No
Did the period that the endowment policy was selected to run for extend past the date at which you then intended to retire? *
Select
Yes
No
Was this endowment policy sold to you in advance of an intended future property purchase? *
Select
Yes
No
How would you describe your attitude to investment risk? *
Select
Risk Averse
Cautious
Balanced
Speculative
Endowment Policy Details 3
Main Endowment Policy Provider (Company)
Select
Other
Not Listed
Abbey Life
Abbey National Life
Alba Life
Allied Dunbar Assurance PLC
AXA Compliance
Barclays Life Assurance Co
Bradford & Bingley
Britannic Assurance PLC
Canada Life
Century Life PLC
Co-operative Insurance
City of Westminster Assurance
Clerical Medical
Commercial Union Life Assurance
Cornhill Life
Countrywide Assured Plc
Eagle Star
Friends Provident
G E Pensions Ltd
Guardian Financial Services
Halifax Plc
HSBC
Legal & General
Lincoln Financial
Lloyds TSB
Natwest Life
Norwich Union
Pearl
Prudential
Reliance Mutual
Royal & Sun Alliance
Royal London Unit Trust Managers Ltd
Royal Scottish Assurance PLC
Save & Prosper Insurance Co
Scottish Equitable Life
Scottish Life Assurance Co
Scottish Mutual
Scottish Provident Ltd
St James's Place
Scottish Widows
Standard Life
Sun Life Assurance Company of Canada
Sun Life Financial of Canada
Swiss Life House
Wesleyan Assurance
Windsor Life
Winterthur Life
Woolwich Life
Main Endowment Policy number (if known)
Type of Endowment Policy (if known)
With Profits
Unit Linked
Unitised
I do not know
At the time of the sale of this policy:-
Did your advisor discuss other mortgage alternatives with you such as a repayment or pension mortgage? *
Select
Yes
No
Dont know
Do you feel that you were made aware that your endowment payments might have to increase to keep the policy on track? *
Select
Yes
No
Dont know
Were you single with no-one being financially dependent on you? *
Select
Yes
No
Did the period that the endowment policy was selected to run for extend past the date at which you then intended to retire? *
Select
Yes
No
Was this endowment policy sold to you in advance of an intended future property purchase? *
Select
Yes
No
How would you describe your attitude to investment risk? *
Select
Risk Averse
Cautious
Balanced
Speculative
Endowment Policy Details 4
Main Endowment Policy Provider (Company)
Select
Other
Not Listed
Abbey Life
Abbey National Life
Alba Life
Allied Dunbar Assurance PLC
AXA Compliance
Barclays Life Assurance Co
Bradford & Bingley
Britannic Assurance PLC
Canada Life
Century Life PLC
Co-operative Insurance
City of Westminster Assurance
Clerical Medical
Commercial Union Life Assurance
Cornhill Life
Countrywide Assured Plc
Eagle Star
Friends Provident
G E Pensions Ltd
Guardian Financial Services
Halifax Plc
HSBC
Legal & General
Lincoln Financial
Lloyds TSB
Natwest Life
Norwich Union
Pearl
Prudential
Reliance Mutual
Royal & Sun Alliance
Royal London Unit Trust Managers Ltd
Royal Scottish Assurance PLC
Save & Prosper Insurance Co
Scottish Equitable Life
Scottish Life Assurance Co
Scottish Mutual
Scottish Provident Ltd
St James's Place
Scottish Widows
Standard Life
Sun Life Assurance Company of Canada
Sun Life Financial of Canada
Swiss Life House
Wesleyan Assurance
Windsor Life
Winterthur Life
Woolwich Life
Main Endowment Policy number (if known)
Type of Endowment Policy (if known)
With Profits
Unit Linked
Unitised
I do not know
At the time of the sale of this policy:-
Did your advisor discuss other mortgage alternatives with you such as a repayment or pension mortgage? *
Select
Yes
No
Dont know
Do you feel that you were made aware that your endowment payments might have to increase to keep the policy on track? *
Select
Yes
No
Dont know
Were you single with no-one being financially dependent on you? *
Select
Yes
No
Did the period that the endowment policy was selected to run for extend past the date at which you then intended to retire? *
Select
Yes
No
Was this endowment policy sold to you in advance of an intended future property purchase? *
Select
Yes
No
How would you describe your attitude to investment risk? *
Select
Risk Averse
Cautious
Balanced
Speculative
Endowment Policy Details 5
Main Endowment Policy Provider (Company)
Select
Other
Not Listed
Abbey Life
Abbey National Life
Alba Life
Allied Dunbar Assurance PLC
AXA Compliance
Barclays Life Assurance Co
Bradford & Bingley
Britannic Assurance PLC
Canada Life
Century Life PLC
Co-operative Insurance
City of Westminster Assurance
Clerical Medical
Commercial Union Life Assurance
Cornhill Life
Countrywide Assured Plc
Eagle Star
Friends Provident
G E Pensions Ltd
Guardian Financial Services
Halifax Plc
HSBC
Legal & General
Lincoln Financial
Lloyds TSB
Natwest Life
Norwich Union
Pearl
Prudential
Reliance Mutual
Royal & Sun Alliance
Royal London Unit Trust Managers Ltd
Royal Scottish Assurance PLC
Save & Prosper Insurance Co
Scottish Equitable Life
Scottish Life Assurance Co
Scottish Mutual
Scottish Provident Ltd
St James's Place
Scottish Widows
Standard Life
Sun Life Assurance Company of Canada
Sun Life Financial of Canada
Swiss Life House
Wesleyan Assurance
Windsor Life
Winterthur Life
Woolwich Life
Main Endowment Policy number (if known)
Type of Endowment Policy (if known)
With Profits
Unit Linked
Unitised
I do not know
At the time of the sale of this policy:-
Did your advisor discuss other mortgage alternatives with you such as a repayment or pension mortgage? *
Select
Yes
No
Dont know
Do you feel that you were made aware that your endowment payments might have to increase to keep the policy on track? *
Select
Yes
No
Dont know
Were you single with no-one being financially dependent on you? *
Select
Yes
No
Did the period that the endowment policy was selected to run for extend past the date at which you then intended to retire? *
Select
Yes
No
Was this endowment policy sold to you in advance of an intended future property purchase? *
Select
Yes
No
How would you describe your attitude to investment risk? *
Select
Risk Averse
Cautious
Balanced
Speculative
Information
When we accept your endowment claim we send you an authority to sign to say we can talk to your endowments insurance company about your endowment policy.
There is no obligation to proceed with an endowments claim at this stage. We are just assessing the damage to your endowment policy and judging if you have a claim.
We treat ALL personal information as private and confidential (even when you are no longer a client) except where we are permitted by Law or where disclosure is made at your request or with your consent.
In order to assess the endowments compensation you may be entitled to and to provide you with options to help fix any endowment shortfall or endowment mortgage problems, Complain2us may need to share your information with other accredited organisations who we have vetted as suitable and appropriate in the circumstances. Click here to read our terms and conditions.
Please only indicate
DO NOT want Complain2us to share your endowment information and make our endowment assessment in this way.
Please read your rights under the Data Protection Act
