Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    45 Bromham Road
    Bedford
    Bedfordshire
    MK40 2AA
    UNITED KINGDOM
    Phone
    +4401234358344
  • Complaints Contact

    45 Bromham Road
    Bedford
    Bedfordshire
    MK40 2AA
    UNITED KINGDOM
    Phone
    +4401234358344

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.
  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · 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.
  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · 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.
  • Manages Insurance Policies

    For All, Life and annuity, Permanent health

  • Stockbroking

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · 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 Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • Issues Insurance

    For All, Life and annuity, Permanent health

  • Investment Setup

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · 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.
  • Holds Your Assets

    For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Christopher Norman Critchlow

    IRN CNC01037

    • SMF20a With-Profits Actuary (10 Dec 2018 to 29 Nov 2019)
    • SMF20 Chief Actuary (10 Dec 2018 to 29 Nov 2019)
    • SIMF20 Chief Actuary Function (7 Mar 2016 to 9 Dec 2018)
    • SIMF21 With-Profits Actuary (7 Mar 2016 to 9 Dec 2018)
    • CF12 Actuarial (5 Jan 2010 to 6 Mar 2016)
    • CF12A With-Profits Actuary (5 Jan 2010 to 6 Mar 2016)
  • Claire Joanne Kelly

    IRN CXK00003

    • SMF18 Other Overall Responsibility (since 14 Mar 2022)
  • David Austin Cullington

    IRN DAC01154

    • CF2 Non Executive Director (1 Dec 2001 to 8 May 2004)
  • Edward Philip Smith

    IRN EPS01014

    • CF2 Non Executive Director (1 Dec 2001 to 10 May 2003)
  • Fiona Estelle Gregory

    IRN FEG00006

    • CF2 Non Executive Director (1 Dec 2001 to 8 Oct 2013)
  • Geoffrey Arthur Windsor

    IRN GAW01058

    • CF2 Non Executive Director (1 Dec 2001 to 16 May 2008)
  • Georgina Ann Rose

    IRN GAR01101

    • SMF16 Compliance Oversight (10 Dec 2018 to 4 Oct 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (10 Dec 2018 to 4 Oct 2020)
    • SMF4 Chief Risk (10 Dec 2018 to 4 Oct 2020)
    • CF10 Compliance Oversight (25 Jul 2017 to 9 Dec 2018)
    • SIMF4 Chief Risk Function (25 Jul 2017 to 9 Dec 2018)
    • CF11 Money Laundering Reporting (26 Apr 2017 to 9 Dec 2018)
  • Gordon Robert Hull

    IRN GRH01106

    • SMF1 Chief Executive (8 Oct 2019 to 31 May 2021)
  • Graham John Beeton

    IRN GJB01147

    • CF28 Systems and controls (1 Nov 2007 to 31 Mar 2010)
    • CF13 Finance (8 Aug 2007 to 31 Oct 2007)
  • Heather Ongayi Kombo

    IRN HXK00119

    • SMF2 Chief Finance (8 Dec 2021 to 31 Dec 2022)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.