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How to complain about a firm licensed by the IFoA

We can only investigate a complaint against a DPB licensed firm after the firm has had a chance to respond to your complaint

If you have already complained to the firm, we may be able to investigate your complaint if:

  • you are not satisfied with the outcome of the firm's own investigation of the complaint
  • the firm has not completed its investigation within a reasonable time after receiving your complaint and you do not wish to allow the firm more time.

We can only investigate complaints about the investment advice given by a firm licensed by the Institute and Faculty of Actuaries (IFoA).

Contact Details

For more details, or to make an application or enquiry, please email or write to the DPB Manager

DPB Manager, Institute and Faculty of Actuaries, Level 2 Exchange Crescent, 7 Conference Square, Edinburgh, EH3 8RA

+44 (0) 131 255 0826