Past Business Review
Huntswood has developed a reputation as a trusted and respected adviser and partner to our clients, particularly in the area of past business sales suitability reviews and remediation projects.
These requirements often originate as a result of regulatory scrutiny, or the prospect
of FSA enforcement action. Huntswood has performed targeted EB20 advisor
reviews, as well as discreet sales suitability reviews, spanning a
multitude of product types, including:
- Mortgages and mortgage endowments
- Payment protection insurance (PPI)
- Investments
- Pensions
- Structured capital-at-risk products (SCARPS)
- Precipice bonds
Huntswood provides an objective review of ‘legacy’ policy sales, to identify and remedy instances of unsuitable advice. Huntswood will tailor the review methodology to ensure the work, and subsequent outcomes, satisfy both internal policy standards and regulatory expectations.
