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.

• Julian Roy Webb

  IRN JXW01413

  • SMF1 Chief Executive (10 Dec 2018 to 13 Apr 2021)
  • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
  • CF3 Chief Executive (23 Jul 2012 to 6 Mar 2016)
  • CF8 Apportionment and Oversight (23 Jul 2012 to 6 Mar 2016)
  • CF1 Director (21 Jul 2011 to 27 Jun 2016)
  • CF29 Significant management (5 Oct 2009 to 14 Nov 2011)
  • CF30 Customer (1 Nov 2007 to 4 Feb 2009)
  • CF21 Investment Adviser (14 Sep 2004 to 31 Oct 2007)
  • CF27 Investment Management (14 Sep 2004 to 3 Dec 2004)
• Katherine Louise Fulker

  IRN KLF01022

  • CF11 Money Laundering Reporting (7 Jan 2011 to 1 Mar 2013)
• Keith Patrick Bonin

  IRN KPB01053

  • SIMF2 Chief Finance Function (7 Mar 2016 to 1 Oct 2018)
  • CF28 Systems and controls (14 Dec 2011 to 6 Mar 2016)
• Kenneth James Whatmore

  IRN KJW01080

  • CF11 Money Laundering Reporting (13 Jan 2003 to 10 Feb 2004)
• Kevin Harry McBrien

  IRN KHM01014

  • CF2 Non Executive Director (1 Dec 2001 to 31 Mar 2012)
• Kristina Maria Isherwood

  IRN KMI01003

  • SIMF9 Chairman (7 Mar 2016 to 16 Jul 2018)
  • CF2 Non Executive Director (4 Mar 2016 to 6 Mar 2016)
  • CF1 Director (19 May 2009 to 4 Mar 2016)
• Linda Ruth Robinson

  IRN LRR01002

  • CF28 Systems and controls (16 Dec 2013 to 6 Mar 2016)
  • CF29 Significant management (1 Nov 2007 to 16 Dec 2013)
  • CF20 Significant Mgt (Settlements) (25 Jul 2003 to 31 Oct 2007)
• Lori Marguerite Blackwood

  IRN LMB01114

  • CF11 Money Laundering Reporting (28 Jun 2013 to 3 Mar 2015)
• Marc Robert Andrew Bulstrode

  IRN MRB01205

  • CF29 Significant management (6 Dec 2012 to 30 Oct 2015)
• Marianne Therese Jaekel

  IRN MTJ01025

  • SMF1 Chief Executive (since 9 May 2023)
  • SMF3 Executive Director (since 10 Dec 2018)
  • CF1 Director (23 Feb 2018 to 9 Dec 2018)

No changes recorded yet.