INTELLIGENT PENSIONS LIMITED

• Principal Place of Business

  Intelligent Pensions Ltd

  2/2 Cadell House

  27 Waterloo Street

  Glasgow

  Glasgow City

  G2 6BZ

  UNITED KINGDOM

  Phone

  +4401412261710

  Web

  https://www.intelligentpensions.com

• Complaints Contact

  Intelligent Pensions Ltd

  2/2 Cadell House

  27 Waterloo Street

  Glasgow

  Glasgow City

  G2 6BZ

  UNITED KINGDOM

  Phone

  +4401412261710

• P2P Lending Advice

  For Professional, Retail (Investment)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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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.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, 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.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, 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.

• Alexander McConaghy

  IRN AXM02055

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2023)
  • CF30 Customer (29 Jan 2013 to 8 Dec 2019)
• Alison Jean Tyne

  IRN AJS01388

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 18 Oct 2021)
  • [FCA CF] Functions requiring qualifications (since 18 Oct 2021)
• Andrew Euan Douglas Pennie

  IRN AEP01033

  • CF3 Chief Executive (AR) (since 16 Apr 2025)
  • CF1 Director (AR) (since 16 Apr 2025)
  • SMF1 Chief Executive (since 26 Jun 2021)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (21 Apr 2015 to 8 Dec 2019)
• Andrew John Power

  IRN AJP00129

  • CF30 Customer (18 Feb 2009 to 24 May 2011)
• Anthony John Moret

  IRN AJM01225

  • SMF9 Chair of the Governing Body (since 9 Dec 2019)
  • CF2 Non Executive Director (2 Jul 2012 to 8 Dec 2019)
• Anthony Stephen Patterson

  IRN ASP00018

  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • SMF1 Chief Executive (9 Dec 2019 to 25 Jan 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2023)
  • [PRA CF] Key function holder (9 Dec 2019 to 1 Jan 2023)
  • Responsible for Insurance Mediation (29 May 2018 to 30 Sep 2018)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Dec 2001 to 7 Dec 2017)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 21 Feb 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF3 Chief Executive (1 Dec 2001 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Feb 2018)
• Benjamin Sloggett

  IRN BXS01230

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (19 Jul 2013 to 8 Dec 2019)
• Catrina Julia Walker-Jones

  IRN CJW00072

  • CF22 Investment Adviser (Trainee) (14 May 2007 to 15 Jun 2007)
• Claire Anne Wright

  IRN CAW01187

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (22 Jul 2014 to 8 Dec 2019)
• David Clapham

  IRN DXC02624

  • CF30 Customer (5 Feb 2018 to 8 Dec 2019)

• The Drawdown Partnership Limited

  FRN 538697 · Appointed 5 Jan 2011

No changes recorded yet.