Will the FCA Authorise Us?

Get an instant readiness verdict for FCA authorisation. Answer a few quick questions tailored to your business activity.

  • Takes 2-3 minutes
  • Tailored to your activity
  • Designed by ex-FCA specialists

1. Select your primary activity

Step 1 of 813% complete
Business Model & Scope

Do you have a clear business plan and target market for the permissions you want?

The FCA expects firms to clearly define their target market and show how the business model supports good customer outcomes and regulatory compliance.

Your answers tailor your readiness score and the specific gaps we surface.

Your instant verdict

Ready
Conditional
Not yet

Answer the questions to see your live readiness verdict.

Book a Free Scoping Call

Speak to our ex-FCA team about your results.

Readiness score

Your current readiness across the key FCA authorisation pillars.

Top actions

Prioritised actions to close gaps and improve your readiness.

Likely timeline

Statutory 6 months for a complete application (12 months if incomplete).

MEMA support plan

How we can support you from application to approval and beyond.

View support options

This is an indicative self-assessment, not regulatory advice. For a definitive view, book a free scoping call.

FCA authorisation for a claims management company

Claims management companies are regulated by the FCA and must meet the claims management conduct rules. The FCA looks closely at how leads are sourced, how customers are treated, and whether the firm has the people and controls to run the activity properly.

Authorisation route
Permission for the specific regulated claims management activities you carry on (seeking out and referrals, or advice, investigation and representation), by claim sector.
Capital & resources
Income-based prudential resources requirement. Professional indemnity insurance is required only for personal-injury claims work; firms holding client money hold additional resources.
Typical timeline
Statutory 6 months for a complete application (12 months if incomplete), in line with FSMA.
Common pitfalls
  • Unclear or non-compliant lead generation and marketing sources
  • Fee, disclosure or client-money arrangements that do not meet the conduct rules
  • Limited evidence of senior management experience and oversight

Read more on our FCA authorisation service, or work through the full authorisation readiness checklist.

FAQ

How accurate is my result?

It is an indicative readiness view based on your answers, designed by ex-FCA specialists. It is not a prediction of the FCA's decision or a substitute for a full assessment.

Is this a compliance check?

No. It is a quick self-assessment to help you understand your readiness and the gaps to close before you apply. It is not regulatory advice.

How is my data used?

Your answers power your live result. If you request the full breakdown we email it to you and may contact you about your results. See our privacy policy for details.

What happens after I submit?

You get your full readiness breakdown and tailored recommendations by email, and you can book a free scoping call with our ex-FCA team.

Do all claims management companies need FCA authorisation?

Firms carrying on regulated claims management activity in England, Wales and Scotland generally need FCA authorisation. This tool gives an indicative readiness view, not a definitive answer for your firm.

What does the FCA focus on for CMCs?

Lead generation and marketing practices, fee transparency, customer treatment, senior management competence, and prudential resources (professional indemnity insurance applies specifically to personal-injury claims work).