FSCS in-default register

Plan Your Retirement Ltd

Declared in default11 January 2023FRN 476475

What this means for you

Because Plan Your Retirement Ltd has been declared in default, you can't complain via the Financial Ombudsman Service in the normal way. Instead, eligible customers can apply to the Financial Services Compensation Scheme for compensation.

Background

Plan Your Retirement Ltd (FRN 476475) provided pension advice, pension transfer services, and Self-Invested Personal Pension (SIPP) administration to UK customers. The Financial Services Compensation Scheme declared the firm in default on 11 January 2023. Eligible customers may claim compensation of up to £85,000 per person for pension-related losses under FSCS protection rules.

Products this firm wrote

Pension advicePension transferSIPP administration

How to claim

  1. Check you were a customer of this firm during the period it was regulated.
  2. Gather your policy / advice / contract paperwork — start with anything you have in writing.
  3. Identify your loss and the date it crystallised.
  4. Apply via the FSCS online claim portal at claims.fscs.org.uk.
  5. The FSCS investigation typically takes 6–18 months. They will assess eligibility, liability and quantum.