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Details of the Protection Measures in Place

First and foremost, the answer to this question is maybe. We firmly believe that it is extremely unlikely that any major Bank, Building Society, Investment Company, or Pension and Life Assurance provider in the UK will become insolvent without the support of the Government, or one of the stronger institutions.

There is a statutory scheme called the Financial Services Compensation Scheme (FSCS) which applies to all UK based regulated financial organisations. Different levels of protection apply to different products.

The first £50,000 of all deposits in Bank and Building Society savings products per financial institution per individual is protected, providing you do not have debts, including a mortgage, with the same organisation. If you do, then your compensation will be the difference between your debt and your savings.

If your savings are held with an overseas Bank, the compensation is different, it is therefore important to assess who they are held with.

If you hold Stocks & Shares ISAs, Unit Trusts, Open Ended Investment Companies (OEICs) or Investment Companies with Variable Capital (ICVCs), the protection is the first £30,000, plus 90% of the next £20,000 (a total of £48,000).

If you hold a Pension Plan or Life Assurance policy, which includes Capital Investment Bonds, the protection is the first £2,000 fully covered, plus 90% of the remaining value with no maximum.

If in the unlikely event of your provider collapsing, it is likely to take some considerable time for your compensation to be paid from the FSCS. Our best guess (as its never happened) is it would take a minimum of a few months for your compensation to be refunded to you.

The following companies, products and assets are areas you may wish to consider investing in these uncertain times, which are perceived to be relatively risk free:

  • National Savings & Investments
  • Government Gilts
  • Capital Investment Bonds

If you are therefore holding a significant sum within one organisation, now is an appropriate time to assess whether you are happy to retain the funds with that company or product, we can assist you in determining the most suitable alternatives.

If you would like to discuss any of the points raised in this article, please contact us.

Whitehead Group Ltd is authorised and regulated by the Financial Services Authority. The firm is entered in the FSA’s register and our registration number is 118229. You can visit the FSA site at www.fsa.gov.uk/register
This site is for information purposes only. For advice on any investment matter please contact us. Every effort has been made to ensure the information displayed is correct. This will not exclude or restrict any duty that Whitehead Group Ltd has under the Financial Services and Markets Act 2000, or, any other relevant legislation. The information on this site is intended solely for the use of UK residents, as laws and regulation outside of this jurisdiction may differ.