Endowment Surrender
Plus
is
an
Appointed Representative of
Becque Wayman Investments Limited
which is an Independent Financial Advisor authorised and regulated
by the
Financial
Services Authority
Endowment Surrender Plus
PO Box 276
Macclesfield
SK11 0FP
Tel: 01625 433222
Fax: 01625 433111
|
Recent
Case Histories
Actual
examples of recent cases showing how esp's service has helped clients
achieve £000's more than surrender value.
| Client |
Insurance
Company |
Surrender
Value
|
Lowest
Offer
|
Average
Offer
|
Highest
Offer
|
Cash
increase
over Surrender
|
%
increase
over Surrender
|
| |
|
|
|
|
|
|
|
| Mr
L |
Royal
London |
£11,811.00
|
£13,333.00
|
£15,151.50
|
£16,970.00
|
£5,159.00
|
43.68%
|
| |
|
|
|
|
|
|
|
| Mr
& Mrs H |
General
Accident |
£7,704.00
|
£9,700.00
|
£10,600.00
|
£11,500.00
|
£3,796.00
|
49.27%
|
| |
|
|
|
|
|
|
|
| Mrs
D |
Cooperative
Insurance |
£4,929.00
|
£5,076.00
|
£6163.00
|
£7,250.00
|
£2,321.00
|
47.09%
|
| |
|
|
|
|
|
|
|
| Mr
& Mrs B |
Britannic
Assurance |
£4,137.00
|
£5,178.00
|
£5,178.00
|
£5,178.00
|
£1,041.00
|
25.16%
|
| |
|
|
|
|
|
|
|
| Mr
& Mrs S |
Clerical
Medical |
£6,498.00
|
£7,060.00
|
£7,156.50
|
£7,253.00
|
£755.00
|
11.62%
|
| |
|
|
|
|
|
|
|
| Mr
& Mrs H |
Royal
London |
£7,636.00
|
£9,394.00
|
£9,857.00
|
£10,320.00
|
£2,684.00
|
35.15%
|
| |
|
|
|
|
|
|
|
| Mr
C |
Liverpool
Victoria |
£7,040.00
|
£7,847.00
|
£7,898.50
|
£7,950.00
|
£910.00
|
12.93%
|
| |
|
|
|
|
|
|
|
| Mrs
W |
General
Accident |
£4,874.00
|
£5,284.00
|
£5,757.00
|
£6,230.00
|
£1,356.00
|
27.82%
|
| |
|
|
|
|
|
|
|
| Mrs
S |
Cooperative
Insurance |
£12,870.00
|
£13,828.00
|
£14,747.00
|
£15,666.00
|
£2,796.00
|
21.72%
|
| |
|
|
|
|
|
|
|
| Mr
& Mrs S |
Norwich
Union |
£8,907.00
|
£9,573.00
|
£10,001.00
|
£10,429.00
|
£1,522.00
|
17.09%
|
| |
|
|
|
|
|
|
|
| Mrs
T |
Standard
Life |
£22,787.00
|
£23,300.00
|
£24,352.00
|
£25,405.00
|
£2,618.00
|
11.49%
|
| |
|
|
|
|
|
|
|
| Mr
M |
Pearl
Assurance |
£4,500.00
|
£5,000.00
|
£5,225.00
|
£5,450.00
|
£950.00
|
21.11%
|
| |
|
|
|
|
|
|
|
| Mr
F |
Century
NEL |
£35,502.00
|
£44,007.00
|
£44,007.00
|
£44,007.00
|
£8,505.00
|
23.95%
|
All
offer values quoted are exactly what clients would receive, the market
maker purchasing the policy pays for all administration and legal fees
for the assignment.
|
