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.

• Kieron Lockey Wilks

  IRN KXW00129

  • [FCA CF] Client dealing (since 25 Feb 2021)
• Kseniya Soulyga

  IRN KXS00807

  • [FCA CF] Client dealing (6 Feb 2025 to 22 Apr 2025)
• Kulbinder Singh Shergill

  IRN KXS88428

  • [FCA CF] Client dealing (since 16 Jul 2020)
• Lance Edward Smith

  IRN LES01029

  • CF28 Systems and controls (1 Nov 2007 to 25 Jan 2013)
  • CF15 Internal Audit (19 May 2004 to 31 Oct 2007)
• Latinka Pilipovic

  IRN PXL01719

  • SMF1 Chief Executive (4 Feb 2022 to 1 Sep 2022)
  • Responsible for Insurance Distribution (4 Feb 2022 to 1 Sep 2022)
  • SMF3 Executive Director (28 Jan 2022 to 1 Sep 2022)
  • SMF2 Chief Finance (10 Dec 2018 to 1 Sep 2022)
  • SIMF2 Chief Finance Function (7 Mar 2016 to 9 Dec 2018)
  • CF28 Systems and controls (3 Mar 2016 to 6 Mar 2016)
• Laura Amy Terry

  IRN LXT00221

  • [FCA CF] Client dealing (27 Jan 2023 to 8 Sep 2023)
• Laura Anne Robertson

  IRN LAR34516

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 19. Administrative functions in relation to the operation of stakeholder pension schemes
  • [FCA CF] Functions requiring qualifications (since 10 Dec 2018)
  • [FCA CF] Client dealing (10 Dec 2018 to 11 Dec 2018)
• Laura Gray

  IRN LXG00207

  • [FCA CF] Client dealing (18 Mar 2022 to 11 Aug 2023)
• Laura Hill

  IRN LXH00474

  • [FCA CF] Client dealing (since 25 Jul 2025)
• Lavinia Janine Collins

  IRN LXC00111

  • [FCA CF] Client dealing (since 18 Dec 2020)

No changes recorded yet.