O'Toole & Associates LLP, trading as O&A, O&A Pension & Investment Specialists
What this means for you
Because O'Toole & Associates LLP, trading as O&A, O&A Pension & Investment Specialists 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
O'Toole & Associates LLP, trading as O&A and O&A Pension & Investment Specialists (FRN 466357), provided pension advice, pension transfer services, and self-invested personal pension (SIPP) administration to its clients. The firm was declared in default by the Financial Services Compensation Scheme (FSCS) on 9 July 2020. Eligible former customers may be entitled to compensation of up to £85,000 for pension-related investments held with the firm.
Products this firm wrote
How to claim
- Check you were a customer of this firm during the period it was regulated.
- Gather your policy / advice / contract paperwork — start with anything you have in writing.
- Identify your loss and the date it crystallised.
- Apply via the FSCS online claim portal at claims.fscs.org.uk.
- The FSCS investigation typically takes 6–18 months. They will assess eligibility, liability and quantum.