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Guide — Information Only

What Is an FSCS Pension Claim? — A Guide

General information guide. Not financial or legal advice. For a free case assessment, use the button below.

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Information only — not advice. This guide is provided for general information purposes only. It does not constitute legal or financial advice and should not be relied upon as such. Redress Advisory Ltd is applying for authorisation as a Claims Management Company (FCA reference: to be confirmed). You may pursue a pension complaint directly and free of charge via the Financial Ombudsman Service or the FSCS.

What Is the FSCS?

The Financial Services Compensation Scheme (FSCS) is the UK's statutory compensation scheme, funded by the financial services industry. It protects consumers when FCA-authorised firms fail and cannot pay claims against them. The FSCS is free to use — you do not need a claims management company to make an FSCS claim, though you may choose to use one.

When Is a Firm "In Default"?

The FSCS declares a firm "in default" when it has determined the firm is unable to pay claims against it. This declaration is separate from a firm going into administration or liquidation. Once in default, eligible claimants can submit compensation claims directly to the FSCS.

How Much Can I Claim?

For investment and pension mis-selling claims, the FSCS pays up to £85,000 per firm. This is the limit per failed firm — if you have claims against two separate failed firms, you may claim up to £85,000 from each. Where your loss exceeds £85,000, Route 4 civil litigation may recover the balance uncapped.

How Is My Loss Calculated?

The FSCS uses FCA DISP Appendix 4 methodology for DB transfer cases. This calculates: (1) the current cost of reinstating your lost DB pension rights; (2) the current value of your SIPP or pension pot; and (3) the difference is your compensatable loss, subject to the £85,000 cap. For DC cases, the calculation compares your actual pension outcome against a suitable benchmark.

Which Pension Firms Are in FSCS Default?

49 named firm pages on our site cover every major failed pension adviser and SIPP operator, including Berkeley Burke, Carey/Options UK, Hartley Pensions, Heritage Pensions, Rowanmoor, Holborn Assets, and many others. See the full firm directory.

Do I Need to Use a CMC?

No. You can submit an FSCS claim yourself for free at fscs.org.uk. If you use a claims management company, our fees are capped by the FCA under the CMCOB 5.2 sliding scale — see the regulatory information below.

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This guide is for general information only. It does not constitute financial or legal advice. Redress Advisory Ltd is applying for authorisation as a Claims Management Company regulated by the Financial Conduct Authority. FCA reference: [to be confirmed on authorisation]. Company number: 17295681. Registered office: 20 Wenlock Road, London N1 7GU.
Your rights and our fees — in plain English
You do not have to use us

You can complain directly to the firm, refer to the Financial Ombudsman Service or apply to the FSCS — all completely free. If you use the free routes, you keep 100% of any compensation.

Our fees — CMCOB 5.2 sliding scale, success only
Redress received Max % Max fee
Up to £1,49930%£420
£1,500–£9,99928%£2,500
£10,000–£24,99925%£5,000
£25,000–£49,99920%£7,500
£50,000 and above15%£10,000

Compensation is paid directly to you. We invoice after you receive your compensation. You pay nothing if unsuccessful. Source: FCA PS21/18 (Chapter 2, Table 1) & CMCOB 5.2. Excl. VAT.

Compensation is paid directly to you. We invoice after you receive your compensation. You pay nothing if unsuccessful. Source: FCA PS21/18 (Chapter 2, Table 1) and CMCOB 5.2. Excl. VAT.

14-day right to cancel

Cancel any agreement with us within 14 days of signing, without charge or obligation. No questions asked.

Unhappy with our service?

Contact complaints@redressadvisory.com. If unresolved, refer to the Financial Ombudsman Service free of charge within 6 months of our final response.