EBS Pensions Limited

• Principal Place of Business

  Lloyds Banking Group, 33 Old Broad Street

  London

  City Of London

  EC2N 1HZ

  UNITED KINGDOM

  Phone

  +441204803500

  Web

  https://www.embarkpensions.co.uk

• Complaints Contact

  Lloyds Banking Group, 33 Old Broad Street

  London

  City Of London

  EC2N 1HZ

  UNITED KINGDOM

  Phone

  +441163668681

• 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

  Show 1 limitation Hide limitations

  • · The firm is limited to Arranging deals in investments in the rights under the personal pension scheme(s) that it operates.

• Trades With You Directly

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

  Show 2 limitations Hide limitations

  • · The firm is limited to dealing as a principal in investments in the rights under the personal pension scheme(s) that it operates.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Professional, Retail (Investment), Life Policy

  Show 1 limitation Hide limitations

  • · The firm is limited to making arrangements in investments in the rights under the personal pension scheme(s) that it operates.

• Jamie Robert Drewett

  IRN JXD00362

  • [FCA CF] Significant management (31 Jan 2021 to 21 Nov 2023)
• Jaskanwaljit Garcha-Davies

  IRN JXG01002

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 11 Mar 2026)
• Jeremy Simon Ford

  IRN JSF00017

  • CF24 Pension Transfer Specialist (23 Aug 2002 to 22 Aug 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 22 Aug 2003)
• Joanna Catherine Sutherland

  IRN JXS01268

  • [FCA CF] Material risk taker (6 Apr 2023 to 30 Apr 2023)
• Joanna Kate Harris

  IRN JXH22552

  • Director of firm who is not a certification employee or a SMF manager (1 Sep 2024 to 4 Jun 2025)
• Jonathan Scott Wheway

  IRN JSW01157

  • SMF9 Chair of the Governing Body (1 Sep 2024 to 31 Oct 2025)
• Jonathan Trevor Anderson

  IRN JTA01010

  • Director of firm who is not a certification employee or a SMF manager (26 May 2022 to 31 Aug 2024)
• Jordan Anthony Jeys

  IRN JXJ00125

  • [FCA CF] Functions requiring qualifications (31 Jan 2021 to 15 Feb 2023)
• Julien Kerr

  IRN JXK07042

  • SMF17 Money Laundering Reporting Officer (MLRO) (11 Apr 2022 to 23 Jul 2024)
• Kate Ragnauth

  IRN KXR01165

  • CF1 Director (27 Aug 2003 to 12 Apr 2018)

No changes recorded yet.