FSCS in-default register

re-financial planning Ltd

Declared in default19 December 2019FRN 453926

What this means for you

Because re-financial planning 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

Re-financial planning Ltd (FRN 453926) provided pension advice, pension transfer services, and self-invested personal pension (SIPP) administration to UK customers. The firm was declared in default by the Financial Services Compensation Scheme (FSCS) on 19 December 2019. Eligible customers may be entitled to compensation of up to £85,000 in relation to pension-related investments held with the firm at the time of default.

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.