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Client Details

NOTE: Whilst in an IVA, your Insolvency Practitioner will sometimes instruct companies to make claims on your behalf for Financial Mis-Selling, to ascertain where you are due any compensation.

Client Name

History of IVA

History of IVA

Please take a brief history of the IVA with the client, based on their answers to fact find questions. This will form the basis of the claim against the insolvency practitioner.

CIRCUMSTANCES
Vulnerability
Job Loss
Marriage Breakdown
Big Change of Circumstances

Unaffordable Lending/Credit Claim

Unaffordable Lending

All clients who have been party to an IVA has been provided with Unaffordable Credit. Please sign these clients up using the information available in the CRM via unaffordablecredit.co.uk. This will open in a new tab.

Residential Status

Do you currently pay a Mortgage or Secured Loan?
Are you in arrears with your Mortgage or Secured Loan?
e.g Lloyds
Are there current outstanding repairs at your property that have not been resolved?
Have you reported the repairs to your Housing Association / Council?

Income & Employment

Tax Rebates

Client Employment Status
Do you receive any of these benefits?

Joint Applicant Employment Details

Applicant 2 Employment Status
Do you receive any of these benefits?

Household Income & Benefits

Is your household income under £31K or does the household receive any benefits?

Marriage Allowance

Client can find out if they have already claimed by looking at the higher earners payslip - the tax code e.g 1275L - will end with an 'M'.
Since April 2018 has your annual income been between £12,500 and £50,000?
Since April 2018 has your partners income been less than £12,500 at any point?
Since April 2018 has your partners annual income been between £12,500 and £50,000?
Since April 2018 has your income been less than £12,500 at any point?
You are Eligible for Marriage Allowance - would you like to claim?
You are Eligible for Marriage Allowance - would you like to claim?

Vehicle Questions

Mis-sold PCP / HP

NOTE: We are currently only able to accept vehicles that have been financed between 2012 and 2020.

Diesel Emissions

Take information for vehicles directly on the Emissions Portal

LEGAL & REGULATORY

Missold IVA, a registered trading style of Conclusive Financial Limited. Registered Office: 109 Bancroft, Hitchin, SG5 1NB. Registered in England No. 08463668. Regulated by the Financial Conduct Authority under FRN: 838617 in respect of regulated claims management activities. Conclusive Financial Limited is registered with The Information Commissioners Office under ZA007561.

You do not need to use a claims management company to make your complaint, and if your complaint is not successful you can refer it to the Financial Ombudsman Service yourself for free.

All calls are recorded for training and monitoring purposes.

HELP & SITE INFORMATION

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CONTACT US

Email: claim@missoldiva.org.uk
Address: 109 Bancroft, Hitchin, SG5 1NB

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