Investment-linked endowment policies

This list shows every expert witness in the UK Register of Expert Witnesses who claims expertise in Investment-linked endowment policies. Click on any expert witness to view full details. You may prefer to interactively search the Register.

Mr Clarkson in SALISBURY
Financial services law, regulation and practice • Responsibilities of SIPP operators • Issues relating to the transfer of Defined Benefit Schemes • Mis-selling claims relating to investment products, including UCIS, EIS and film partnerships • Governance, risk management and audit • Enforcement action by regulatory authorities • Professional indemnity insurance claims • FOS and FSCS referrals • Experience in giving evidence in High Court and ICC Tribunal • Individual defences and advocacy in disciplinary...
Mr Cooper in SALE
Worked within the financial services industry since the early 1980s. I have been at the forefront of the claims management industry since 2001, where I helped pioneer mis-sold Endowment Policy Claims. I later switched my attention to mis-sold Payment Protection Insurance (PPI) policies. My focus was developed in the payment of redress; specifically where I believed consumers were being financially disadvantaged by systemically incorrect credit card redress calculations. Subsequently my attention...
Mr Brawn in LONDON
The pricing, trading, risk management and selling of OTC and listed derivative products in both asset and liability management • Including the use of plain vanilla interest rate swaps and options (asset swaps, fixed income, loans, caps, floors, swaptions, cross currency swaps), foreign exchange spot, forwards and options, equities and commodities • Applied to fraud, insider dealing and mis-selling • Suitability of hedge funds and other investments in client portfolios, performance measurement,...
Mr Goodyer in NEW MILTON
Personal, SIPP, SASS and QROPS pension plan reviews & suitability analysis • Investment risk assessment • Investment advice objective & strategy review • Investment bonds • Investment performance analysis • Asset allocation • Quantitative analysis • Fund & stock selection & suitability • ISA performance & risk assessment • Index-linked investments • Passive investment • Active investment • Unit trusts & OEICs • Investment trusts • Offshore funds • Index tracking • TEPs • Trust portfolios...
Dr Walford in LONDON
Private banking • Investment management • Asset allocation • Wealth management • Loans, mortgages, overdrafts • Regulation • On-shore off-shore issues • Insider dealing • Criminal: confiscation of assets, regulatory rule breaches, money laundering • Banking: property lending (commercial & residential) • Tax • Building & construction • Retail banking • Interest rate swaps • Libor-related claims

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