Simply Pensions Ltd

118 Bolton Road West
Ramsbottom
Bury
BL0 9PD
United Kingdom
(full details)

This firm has confirmed its contact details are correct. Firms must do this at least once a year.

Current FCA status for firm: Authorised
Investments, including pension plans: Some permissions
This firm has our permission to carry out some activities in your chosen category. See below to find out what this firm can do.

What this firm can do

  • Give you advice on transferring or converting guaranteed pension benefits, or opting out of a workplace pension with guaranteed pension benefits.

    • This firm can only give you advice on defined contribution schemes with a guaranteed annuity rate (a type of guaranteed pension benefit).

  • Give you advice on peer-to-peer agreements, for example, where you agree to lend your money to someone else.
  • Give you advice on investments.

  • Arrange investments, for example, by passing your orders to a third party to carry out.

What this firm can't do

  • Make or manage investments on your behalf.

Next steps

This firm is authorised and has some permissions for the product or service you selected.

Make sure you:

- ask the firm if it has permission for the exact product or service you need
- ask the firm how you'd be protected if something went wrong 

You can also:

- speak to us if you’re struggling to check any details about this firm, or have questions about Firm Checker
- check MoneyHelper for free financial guidance that's backed by Government

Protection if something goes wrong

If you want to complain

If you feel like you've been treated unfairly, or if something goes wrong with a financial product or service, you can complain. Get in touch with the firm using its complaints contact details. You can find these by clicking on the 'full details' link at the top of this page. 

If you're unhappy with the firm's response, you can make a complaint to the Financial Ombudsman.

Find out more about how to complain.

If a firm goes out of business

The following statements do not apply to consumer buy-to-let mortgages.

If an authorised financial firm goes out of business and owes you money, the FSCS may be able to pay compensation. It’s free to use, and the team can help you to make your claim. 

Find out more about making a claim or learn about the products and services the FSCS covers.

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