25 March 2021
•
Image:
The advice was given in 1996.
Legal & General has been instructed to compensate a client over “unsuitable” investment advice it gave a married couple 25 years ago.
In September 1996 Mr and Mrs W were advised by L&G to each invest into two Personal Equity Plans (PEPs) in the Legal & General Worldwide Trust. The complaint of unsuitable advice centred on the level...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Tap into our community intellignece through our regular Pro Adviser poll.
- Be the first to hear about our events and awards programmes.
