This is accessed within the multi-lender or investment screen by clicking on the ‘Add redress information’ icon New Picture  or via ‘Cases’ on the Menu by selecting ‘Redress Information’ from the dropdown list.

Please note that when the redress information is accessed via the icon, clicking on the ‘Add new item’ icon New Picture  allows you to view, edit and save the calculated redress values. However, when the redress information is opened from the Menu option – Cases, the window is pre populated with previously saved redress values and these values cannot be changed. Clicking on the ‘Add new item’ icon allows you add Ex-gratia payments even if there is no redress or the complaint has been rejected.

 

 

This screen allows the storage of redress for clients.

 

a)

Date and time of event

b)

Status of event (Offered, Offer accepted, Offer rejected, Referred, Claim rejected, Verified, Authorised, Rejected, Under Review)

c)

Total redress (this is Redress + Redress Interest + Added Interest + Credit Interest + Ex-gratia payment)

 

d)

 

Redress is the amount of calculated Redress, excluding interest

 

e)

 

Redress Int Is the interest added during the calculation of the Redress figure

 

f)

 

Added Int is the interest added using Redress + Interest (and variants therein)

 

g)

 

Credit Int is either the PPI credit card interest or a refund of mortgage / loan payments, based on the calculation

 

h)

 

Ex-gratia is an additional payment to be added to the redress

 

i)

 

Tax is the tax deducted during the calculation of the total redress

 

 

j)

User is the name of the person who created the entry

 

 

New Picture

Add new entry to end of table, using the last calculated redress amount

 

 

New Picture

Save data

 

 

New Picture

Exit current screen

Related Topics

Multi-Lender Comparison