British Friendly Society Limited

• Principal Place of Business

  45 Bromham Road

  Bedford

  Bedfordshire

  MK40 2AA

  UNITED KINGDOM

  Phone

  +4401234358344

  Web

  https://www.britishfriendly.com

• Complaints Contact

  45 Bromham Road

  Bedford

  Bedfordshire

  MK40 2AA

  UNITED KINGDOM

  Phone

  +4401234358344

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

• Authorised to Operate

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  • · 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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 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.

• Robin Bryan David Willison

  IRN RXW01360

  • SMF14 Senior Independent Director (since 9 Oct 2019)
  • SIMF12 Chair of the Remuneration Committee (7 Dec 2017 to 9 Dec 2018)
  • SMF12 Chair of the Remuneration Committee (24 Oct 2017 to 24 Oct 2017)
• Roy McLoughlin

  IRN RXM00129

  • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 16 Sep 2016)
  • CF2 Non Executive Director (8 Sep 2014 to 6 Mar 2016)
• Sally Butters

  IRN SXB02994

  • SMF20 Chief Actuary (6 Mar 2020 to 31 Dec 2020)
  • SMF20a With-Profits Actuary (6 Mar 2020 to 31 Dec 2020)
• Samantha Louise Blackie

  IRN SLB01128

  • SMF12 Chair of the Remuneration Committee (since 7 Jul 2020)
  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 6 Jul 2020)
• Scott Alec Robinson

  IRN SAR01111

  • SMF20a With-Profits Actuary (13 Apr 2021 to 16 May 2023)
  • SMF20 Chief Actuary (13 Apr 2021 to 16 May 2023)
• Simon Neil Owens

  IRN SXO84160

  • Responsible for Insurance Distribution (since 12 Mar 2025)
  • SMF1 Chief Executive (since 8 Dec 2021)
  • SMF2 Chief Finance (8 Dec 2020 to 8 Dec 2021)
• Stanley Trevor Paskins

  IRN STP01017

  • CF2 Non Executive Director (1 Dec 2001 to 8 May 2004)
• Stephen Dixon

  IRN SWD01027

  • SMF20a With-Profits Actuary (since 10 Oct 2024)
  • SMF20 Chief Actuary (since 10 Oct 2024)
• Stuart Edward Purdy

  IRN SEP01093

  • SMF9 Chair of the Governing Body (since 10 Oct 2019)
  • SMF14 Senior Independent Director (10 Dec 2018 to 10 Oct 2019)
  • SIMF14 Senior Independent Director (3 May 2018 to 9 Dec 2018)
• Timothy John Bateman

  IRN TJB00054

  • SMF20a With-Profits Actuary (16 May 2023 to 11 Jun 2024)
  • SMF20 Chief Actuary (16 May 2023 to 11 Jun 2024)

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