FIL Life Insurance Limited

• Principal Place of Business

  Beech Gate

  Millfield Lane

  Lower Kingswood

  Tadworth

  Surrey

  KT20 6RP

  UNITED KINGDOM

  Phone

  +4401732361144

  Web

  https://www.fidelitypensions.co.uk

• Complaints Contact

  Beech Gate

  Millfield Lane

  Lower Kingswood

  Tadworth

  Surrey

  KT20 6RP

  UNITED KINGDOM

  Phone

  +4401732361144

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• 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 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.

• 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, Linked long-term, 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, Linked long-term, Permanent health

• Runs Stakeholder Pensions

  For Professional, Retail (Investment)

• Runs Personal Pensions

  For Professional, Retail (Investment)

• 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.

• Manages Your Portfolio

  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.

• Daniel Smith

  IRN DAS01133

  • CF30 Customer (1 Nov 2007 to 4 Feb 2009)
  • CF21 Investment Adviser (15 Dec 2004 to 31 Oct 2007)
• David Charles Huntley

  IRN DCH01077

  • SMF9 Chair of the Governing Body (10 Dec 2018 to 20 Feb 2023)
  • SIMF9 Chairman (27 Jun 2018 to 9 Dec 2018)
  • SIMF14 Senior Independent Director (7 Mar 2016 to 27 Jun 2018)
  • CF2 Non Executive Director (1 Jun 2012 to 6 Mar 2016)
• David Coldwells Stewart

  IRN DCS01049

  • CF1 Director (14 May 2002 to 8 Jul 2005)
  • CF3 Chief Executive (1 Dec 2001 to 8 Jul 2005)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 8 Jul 2005)
• David Thomas Addison

  IRN DXA01194

  • SIMF20 Chief Actuary Function (7 Mar 2016 to 31 Dec 2017)
  • CF12 Actuarial (10 Feb 2014 to 6 Mar 2016)
• Dean Currie

  IRN DXC01864

  • CF30 Customer (28 Mar 2008 to 30 Jan 2009)
• Douglas James Naismith

  IRN DJN01082

  • CF3 Chief Executive (7 Nov 2008 to 6 Mar 2009)
  • CF1 Director (19 Apr 2007 to 28 Jan 2011)
  • CF8 Apportionment and Oversight (19 Apr 2007 to 6 Mar 2009)
• Duncan Donald Robertson

  IRN DXR00033

  • SMF1 Chief Executive (13 Apr 2021 to 12 Dec 2022)
• Edward David George Hiller

  IRN EDH01008

  • SMF16 Compliance Oversight (since 1 Dec 2020)
  • CF10 Compliance Oversight (1 Dec 2001 to 20 May 2002)
• Edward Jeremiah Moore

  IRN EJM01071

  • CF14 Risk Assessment (1 Dec 2001 to 1 Mar 2002)
  • CF15 Internal Audit (1 Dec 2001 to 1 Mar 2002)
  • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 1 Mar 2002)
• Edward Michael Boyle

  IRN EMB01011

  • CF1 Director (1 Dec 2001 to 1 Dec 2001)

No changes recorded yet.