INTELLIGENT PENSIONS LIMITED

Date authorised
1 April 2013
Companies House
SC107284
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

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

  • 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

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

  • John Cole

    IRN JXC02098

    • CF30 Customer (15 Jun 2016 to 7 Aug 2019)
  • Karen Mary Lauder

    IRN KXL06575

    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (26 Sep 2018 to 8 Dec 2019)
  • Leigh Douglas Maynard

    IRN LDM01020

    • CF30 Customer (12 Dec 2007 to 14 Nov 2008)
  • Maurice Dinsmore Paterson

    IRN MDP00026

    • CF2 Non Executive Director (1 Dec 2001 to 31 Mar 2012)
  • Murray Jeffrey Light Waddell

    IRN MJW00129

    • CF30 Customer (1 Nov 2007 to 31 May 2010)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 31 May 2010)
  • Neil Cameron

    IRN NXC01701

    • CF30 Customer (4 Aug 2017 to 8 Feb 2018)
  • Owen Joseph Sheridan

    IRN OJS01033

    • 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 (14 Sep 2016 to 8 Dec 2019)
  • Paul Andrew Whitehead

    IRN PAW01247

    • CF30 Customer (14 Apr 2015 to 1 Aug 2017)
  • Paul Anthony Green

    IRN PAG00075

    • CF30 Customer (30 Mar 2010 to 31 Jan 2012)
  • Paul Armitage

    IRN PXA00070

    • CF30 Customer (25 Feb 2014 to 12 Sep 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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