Forester Life Limited

• Principal Place of Business

  Foresters House

  2 Cromwell Avenue

  Bromley

  Kent

  BR2 9BF

  UNITED KINGDOM

  Phone

  +4402086283400

  Web

  https://www.foresters.com

• Complaints Contact

  Foresters House

  2 Cromwell Avenue

  Bromley

  Kent

  BR2 9BF

  UNITED KINGDOM

  Phone

  +4402086283400

• 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.

• P2P Lending Advice

  For Commercial, Retail (Non-Investment Insurance)

• Investment Advice (no pensions)

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

• 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, Linked long-term, Marriage and birth, Pension fund management, 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 (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Issues Insurance

  For All, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Consumer Loans

• Runs Stakeholder Pensions

  For Professional, Retail (Investment)

• Loan Servicing

• Investment Setup

  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.

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• 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.

• Elizabeth Kyoko Philpot

  IRN EXP80413

  • [FCA CF] Client dealing (since 10 Dec 2018)
• Elizabeth Mary Michel

  IRN EXM00331

  • SMF24 Chief Operations (since 26 Sep 2024)
  • SMF18 Other Overall Responsibility (29 Mar 2023 to 26 Sep 2024)
• Emanuele Labovitch

  IRN EXL00113

  • SMF9 Chair of the Governing Body (since 1 Jan 2024)
  • SMF10 Chair of the Risk Committee (13 May 2022 to 1 Jan 2024)
• Emily Cozens

  IRN EXC00216

  • [FCA CF] Client dealing (24 Oct 2024 to 18 Jul 2025)
• Emily Mary Holman

  IRN EXH00263

  • [FCA CF] Client dealing (11 Apr 2023 to 7 Sep 2023)
• Emily Ratcliffe

  IRN EXR00257

  • [FCA CF] Client dealing (since 27 Mar 2025)
• Emma Katherine Anne Hill

  IRN EXH00348

  • [FCA CF] Client dealing (17 Jul 2024 to 5 May 2025)
• Emma Louise Stewart

  IRN EXS00143

  • [FCA CF] Client dealing (since 27 May 2021)
• Emma Southon

  IRN EXS00398

  • [FCA CF] Client dealing (3 Oct 2024 to 13 Dec 2024)
• Euan Thomas Allison

  IRN ETA01003

  • SMF1 Chief Executive (10 Dec 2018 to 5 Aug 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 5 Aug 2021)
  • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
  • CF28 Systems and controls (1 Nov 2007 to 6 Mar 2016)
  • CF8 Apportionment and Oversight (15 Jun 2006 to 6 Mar 2016)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF1 Director (1 Dec 2001 to 9 Dec 2018)
  • CF3 Chief Executive (1 Dec 2001 to 6 Mar 2016)
  • CF14 Risk Assessment (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.