Aviva Pension Trustees UK Limited

• Principal Place of Business

  Wellington Row

  York

  North Yorkshire

  YO90 1WR

  UNITED KINGDOM

  Phone

  +4402072832000

  Web

  http://www.aviva.co.uk

• Complaints Contact

  Aviva

  Wellington Row

  York

  North Yorkshire

  YO90 1WR

  UNITED KINGDOM

  Phone

  +4403453078550

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security)

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

  Show 1 limitation Hide limitations

  • · The firm is limited to dealing as a principle in investments in the rights under the scheme(s) that it operates

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security)

• Shelley Dowdall

  IRN SXD00216

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2020)
• Simon Ellis

  IRN SXE00151

  • SMF3 Executive Director (since 8 Oct 2024)
  • [FCA CF] Manager of certification employee (1 Aug 2024 to 7 Oct 2024)
  • [FCA CF] Significant management (17 May 2021 to 7 Oct 2024)
• Simon Gareth Morgan

  IRN SGM01120

  • SMF4 Chief Risk (since 9 Dec 2019)
  • CF28 Systems and controls (14 Aug 2018 to 8 Dec 2019)
• Simon Roger Marsden

  IRN SRM01199

  • SMF1 Chief Executive (31 Mar 2020 to 2 Mar 2022)
  • SMF3 Executive Director (31 Mar 2020 to 31 Jan 2024)
  • Responsible for Insurance Distribution (31 Mar 2020 to 2 Mar 2022)
  • SMF18 Other Overall Responsibility (9 Dec 2019 to 31 Mar 2020)
  • CF29 Significant management (11 Jul 2019 to 8 Dec 2019)
• Sophia Bell

  IRN SXB00704

  • [FCA CF] Functions requiring qualifications (12 Jul 2021 to 23 May 2022)
• Sophie Ellen Roberts

  IRN SXR00415

  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 14 Jun 2022)
• Sophie Haskins

  IRN SXH00386

  • [FCA CF] Significant management (2 Mar 2021 to 27 Sep 2024)
• Steffanie Jade Cox

  IRN SXC00957

  • 19. Administrative functions in relation to the operation of stakeholder pension schemes
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 6 May 2025)
• Stephanie Alexandra Hudson

  IRN SXH03013

  • [FCA CF] Significant management (since 8 Jul 2025)
• Stephanie Bluff

  IRN SXB00211

  • [FCA CF] Functions requiring qualifications (7 Sep 2020 to 10 Apr 2026)

No changes recorded yet.