Embark Services Limited

• Principal Place of Business

  Lloyds Banking Group, 33 Old Broad Street

  London

  City Of London

  EC2N 1HZ

  UNITED KINGDOM

  Phone

  +4401204803500

  Web

  https://www.embarkpensions.co.uk

• Complaints Contact

  Lloyds Banking Group, 33 Old Broad Street

  London

  City Of London

  EC2N 1HZ

  UNITED KINGDOM

  Phone

  +4401163668681

• 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

  Show 2 limitations Hide limitations

  • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Trades With You Directly

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

  Show 2 limitations Hide limitations

  • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

  Show 2 limitations Hide limitations

  • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• 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)
• Jason Chiles Moisey

  IRN JCM01220

  • CF30 Customer (18 Aug 2009 to 4 Nov 2009)
• Jennifer Ruth Winn

  IRN JXW00429

  • [FCA CF] Functions requiring qualifications (31 Jan 2021 to 5 May 2023)
• 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)
• Joanne Marie Gilroy French

  IRN JMF01151

  • CF28 Systems and controls (10 Oct 2013 to 18 Mar 2015)
• John Michael Jennings

  IRN JMJ01069

  • CF1 Director (17 Jul 2012 to 21 Mar 2013)
  • CF29 Significant management (28 Jun 2010 to 21 Mar 2013)
• 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)

• Vested Employee Benefits Limited (no longer appointed)

  FRN 799311 · Appointed 23 Jan 2018 · Until 9 Sep 2022

No changes recorded yet.