FEES 5 Annex 3R Case Fees Payable for 2025/26

In the:

Compulsory jurisdiction and Voluntary jurisdiction

£650

unless it is a not-for-profit debt advice body with limited permission in which case the amount payable is £0

In the:

Compulsory jurisdiction (where FEES 5.5B.12AR applies)

£475

unless it is a not-for-profit debt advice body with limited permission in which case the amount payable is £0

(1) In the calculation that follows in (4) immediately below:

new chargeable cases for group respondents -

E = twice the number of new chargeable cases that were referred to the Financial Ombudsman Service in respect of group respondents from 1 July to 31 December (both dates inclusive) in the immediately preceding financial year .

new chargeable cases for all firms -

F = twice the number of chargeable cases referred to the Financial Ombudsman Service in respect of all firms (whether or not they are part of a charging group ) from 1 July to 31 December (both dates inclusive) in the immediately preceding financial year .

open chargeable cases for group respondents -

G = the number of chargeable cases that were referred to the Financial Ombudsman Service in respect of group respondents before 1 January in the immediately preceding financial year which had not been closed before 1 January in the immediately preceding financial year .

open chargeable cases for all firms -

H = the number of chargeable cases referred to the Financial Ombudsman Service in respect of all firms (whether or not they are part of a charging group ) before 1 January in the immediately preceding financial year which had not been closed before 1 January in the immediately preceding financial year .

(4) ‘Proportion Z’ for each charging group is a percentage calculated as follows -

{E + G} / {F + H} x 100

The FOS Ltd will invoice each charging group for the special case fee (calculated as above) in four equal instalments, payable in advance on the following dates during the financial year :

(1) 1 April (or, if later, when FOS Ltd has sent the invoice);

(2) 1 July;

(3) 1 October; and

(4) 1 January.

(2) If, had they been liable to standard case fees as provided under FEES 5.5B.12R and FEES 5.5B.12AR , the standard case fees that group respondents would have been charged in respect of chargeable cases closed by the Financial Ombudsman Service during the financial year is of an amount that is more than 105% of {£650 x 270,000 x the ‘Proportion Z’}:

(a) the FOS Ltd will invoice the relevant charging group for; and

(b) the relevant charging group will pay to FOS Ltd ;

the amount that is over the 105%.