In a close parallel with a case I took to the Financial Ombudsman Service, it was reported last week that Lloyds TSB were required by the FOS to compensate an 87 year old widow with no investment experience to whom the bank sold a balanced fund, Discovery Solutions, in an expensive investment bond wrapper.
read more Commentary by Stuart FowlerInsights from ‘outcomes-driven’ investment practice
1st September 2009, IFP London Meeting
Presentation given by Stuart Fowler
My interest in consumer protection (and self-protection), which is what got the No Monkey Business project started, was fed with three items in the last few days. They have aggravated my frustration that people who should know better are still not framing the public policy issues properly.
read more Commentary by Stuart FowlerPublished in FTfm, 13th July 2009 (Article by Stuart Fowler)
read more News by Stuart FowlerBlog published in New Model Adviser, 6th July 2009 (By Stuart Fowler)
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