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Plan Your Retirement Ltd

Failed 11/01/2023

FRN: 476475

Plan Your Retirement Limited in default

Plan Your Retirement Limited was declared in default by the FSCS in January 2023, following claims in relation to pension transfer advice.

According to the FCA register, the Shropshire-based advice firm hasn’t been authorised since August 2009.

Claims against Plan Your Retirement Limited

There are claims in progress against Plan Your Retirement Limited regarding pension transfer advice.

As this firm has failed/in default, if you have an eligible claim it will be processed by the Financial Services Compensation Scheme (FSCS).

The FSCS has limits to how much compensation it can award, depending on when and how you were mis-sold and the current maximum is £85k.


Making a claim yourself? Here’s some useful links to help get you started…

Financial Services Compensation Scheme
FSCS Making a claim
FSCS Contact Us

Money Helper
How to spot a pension scam

Money & Pensions Service
How MaPS can help those who have been scammed on their pensions


Using our Service to handle your claim

We are specialists in mis-sold pensions and investments and our outstanding claims service includes full investigations and total management of your claim on your behalf.

Our success fee is calculated at 15%+VAT (total 18%) of the gross amount of compensation offered to you.

And our maximum success fee is capped at £7,500 + VAT.

If we are unsuccessful in securing an offer of compensation for you, you will not have to pay our success fee.


Our free initial Assessment

If you think you may have been affected by pension mis-selling but not sure if you have a case against Plan Your Retirement Limited – arrange an initial assessment with one of our friendly experts.

We can tell you if we think you have a case and what your options are if you want to pursue making a compensation claim. It’s free, completely confidential and there’s absolutely no obligation to use our claims service.

Simply fill in the form below 

Key Facts

Received pension advice from Plan Your Retirement Limited? This firm was declared in default following complaints
If you're worried you may have been affected and want to know if you may have a case - try our free initial assessment
And if you are looking for a service to take care of your claim - we are one of the UK's leading claims companies. Check out our client reviews, success rate and competitive fees!

We win more than 9 out of 10 claims

The cost of our service is 15% + VAT on the total monies awarded for a successful claim. Our cost is also priced capped at one of the lowest rates.

Important Information!

You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.

It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.