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Consumer Law Blog

What are the major grounds for mis-sold PPI?

by Bradley Askew 27 July 2011

What are the major grounds for mis-sold PPI? 

The Mis-selling of Payment Protection Insurance (PPI) usually occurs whenever a business, markets, promotes or sells a PPI policy in a manner that doesn't follow the rules put in place by the Financial Services Authority (FSA). These rules were designed to protect consumers from unfair and deceitful business practices. They can be found in the FSA regulatory handbook and are referred to as the Insurance Conduct of Business Standards (ICOBS).

ICOBS provide a detailed set of guidelines in which all financial services providers should deal with all aspects of their insurance business, not just PPI. However, OCOBS require all PPI sellers to act in a fair, open and honest way towards their customers; collect the relevant information to ensure that the products they recommend are suitable for each consumer; keep adequate records; and make consumers fully aware of any restrictions or exclusions contained within the policy.

There are a variety of situations where PPI can be sold that is in breach of some of these regulations. Listed below are some of the most common grounds for claims:

The credit product was made conditional on the purchase of PPI

The majority of PPI policies were sold alongside loans, credit cards, and finance agreements. There are a various cases where consumers have been lied to in order to try and close a sale. Some customers were told that their credit application would not be approved unless he also purchased PPI cover.

The PPI was added without the consumer's consent

PPI is an optional extra, but it has been known that many PPI companies written it into credit agreements by default, forcing the consumer to specifically ask for the PPI to be removed if they did not want it. Consumers rarely did this because in most cases the PPI was buried in the small print and they were not clearly made aware of its existence until it was too late.

The consumer was younger than 18 when the policy was taken out

It is illegal for someone under the age of 18 to enter into certain types of contracts in their own name, and this includes credit agreements and other financial products such as insurance. This means that if you took out a policy before you were 18, this policy is invalid. Whilst this sounds obvious, many financial salesmen ignored this basic legal principle and sold PPI polices to minors in order to increase their own commission.

The consumer was over 65 when the PPI policy was sold

A PPI contract, like any insurance policy, is effectively a bet that the insurance provider will not need to pay out. However, because people can be forcibly retired after the age of 65, most PPI policies will not provide cover beyond this age as it is much more likely that these consumers will need to claim under the policy. However, this has not stopped PPI sellers from persuading consumers who are over the retirement age to purchase a PPI policy even though it is of no use to them whatsoever.

The policy was unsuitable for you

Financial services providers must not sell insurance products to consumers unless they have gathered sufficient information to give appropriate advice, and the policy which they recommend is suitable for the consumer. The salesperson should enquire about the consumer's state of heath, employment status, and any other payment cover or life assurance which the consumer has. The salesperson should also specifically make the consumer aware of any restrictions or exclusions contained in the policy terms which might be relevant. Selling a PPI product which is unsuitable for the consumer's circumstances and needs is one of the most common grounds for mis-sold PPI claims.

You had a pre-existing illness such as stress or back ache

Many types of illness were routinely excluded from PPI polices, which would not cover consumers in the event that this illness meant that they were unable to work at a later date, although the customer would have rarely been made aware of this. Illnesses which commonly fall into this category included any kind of mental illness or stress-related problem and any kind of muscle pain.

You were not advised you could get the same product cheaper elsewhere

The FSA rules state that credit providers are not allowed to create the impression that consumers are limited to their own range of products when choosing whether or not to purchase PPI, and must advise customers of their right to shop around for the best deal. However, very few credit providers have complied with this rule, and a large proportion of mis-selling claims are based on them failing to give this advice.

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