Health Shield Friendly Society Limited

Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Health Shield Friendly Society Ltd
    Electra Way
    Crewe
    Cheshire East
    CW1 6HS
    UNITED KINGDOM
    Phone
    +4401270503993
  • Complaints Contact

    Health Shield Friendly Society Ltd
    Electra Way
    Crewe
    Cheshire East
    CW1 6HS
    UNITED KINGDOM
    Phone
    +4401270588555

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.
  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

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

  • Insurance Admin

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

  • Manages Insurance Policies

    For All, Accident, Marriage and birth, Permanent health, Sickness

  • Stockbroking

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

  • 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), 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

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • Issues Insurance

    For All, Accident, Marriage and birth, Permanent health, Sickness

  • Investment Setup

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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jonathan Robert Burton

    IRN JRB01173

    • SMF2 Chief Finance (10 Dec 2018 to 20 Dec 2018)
    • SIMF2 Chief Finance Function (4 Oct 2017 to 9 Dec 2018)
    • SIMF1 Chief Executive Function (7 Mar 2016 to 7 Sep 2018)
    • Responsible for Insurance Mediation (29 Jun 2005 to 7 Sep 2018)
    • CF3 Chief Executive (1 Dec 2001 to 6 Mar 2016)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 6 Mar 2016)
  • Julie Hansen

    IRN JXS00249

    • SMF9 Chair of the Governing Body (23 Feb 2021 to 30 Jun 2025)
    • SMF14 Senior Independent Director (30 May 2019 to 23 Feb 2021)
  • Kathryn Bates

    IRN KXR00277

    • [FCA CF] Material risk taker (1 Feb 2019 to 15 Aug 2025)
  • Lee David Jervis

    IRN LXJ00127

    • SMF23 Chief Underwriting Officer (since 15 May 2024)
    • SMF3 Executive Director (since 2 Nov 2023)
    • SMF2 Chief Finance (since 30 May 2022)
  • Liam David Foster

    IRN LDF01015

    • SMF16 Compliance Oversight (10 Dec 2018 to 1 Nov 2021)
    • SMF4 Chief Risk (10 Dec 2018 to 1 Nov 2021)
    • CF10 Compliance Oversight (12 Feb 2018 to 9 Dec 2018)
    • SIMF4 Chief Risk Function (12 Feb 2018 to 9 Dec 2018)
  • Mark Smith

    IRN MXS04800

    • SMF16 Compliance Oversight (30 Nov 2023 to 16 Dec 2024)
  • Martin Kenneth Dunne

    IRN MXD00622

    • [FCA CF] Material risk taker (since 1 Dec 2022)
  • Maxine Elizabeth Wilson

    IRN MXW01414

    • SIMF2 Chief Finance Function (7 Mar 2016 to 29 Jun 2017)
    • CF28 Systems and controls (1 Nov 2007 to 6 Mar 2016)
    • CF1 Director (30 Aug 2005 to 6 Mar 2016)
    • CF13 Finance (1 Dec 2001 to 31 Oct 2007)
  • Mel Welsh

    IRN MXW01345

    • CF2a Chair of the Nominations Committee (7 Mar 2016 to 6 Nov 2017)
    • CF2 Non Executive Director (1 Dec 2001 to 6 Mar 2016)
  • Melanie Wood

    IRN MXP01639

    • CF29 Significant management (1 Nov 2007 to 4 Feb 2016)
    • CF17 Significant Mgt (Other Business Operations) (30 Aug 2005 to 31 Oct 2007)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.