FSCS in-default register

Estate Matters Financial Ltd, trading as Pension Matters

Declared in default25 March 2021FRN 472900

What this means for you

Because Estate Matters Financial Ltd, trading as Pension Matters 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

Estate Matters Financial Ltd, trading as Pension Matters (FRN 472900), was declared in default by the Financial Services Compensation Scheme on 25 March 2021. The firm provided pension advice, pension transfer services, and self-invested personal pension (SIPP) administration to retail customers. Former clients holding pension-related claims may be entitled to compensation of up to £85,000 per claim 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.