Case Studies

The following case summaries highlight common issues and consumer tips. Cases can be filtered by subject below and names have been changed to protect confidentiality. Access to the full case study database is available for IFSO Scheme Participants in the Participant Area.

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Policy double-up image
In 2022, Mr and Mrs Quigley learned that their old policies hadn’t been cancelled.
Life Insurance cancellation Premiums
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No tick, no payment image
Ms B was surprised when, after refinancing a loan, her adviser sent her an invoice for a “cancellati...
clawback fee service fee home loan Financial Advisers cancellation
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