FSCS in-default register

Holistic Pension Transfer Specialists Ltd, trading as HPTS

Declared in default3 July 2024FRN 747407

What this means for you

Because Holistic Pension Transfer Specialists Ltd, trading as HPTS 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

Holistic Pension Transfer Specialists Ltd, trading as HPTS (FRN 747407), has been declared in default by the Financial Services Compensation Scheme (FSCS) as of 3 July 2024. The firm provided pension advice, pension transfer services, and self-invested personal pension (SIPP) administration. Eligible customers may claim compensation of up to £85,000 for 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.