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

  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 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.

• Philip Stephen Birchanall

  IRN PSB01096

  • CF30 Customer (30 Mar 2010 to 29 Aug 2014)
• Robyn Ashleigh Caffell

  IRN RAC01276

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (28 Aug 2018 to 8 Dec 2019)
• Simon Francis Pearson

  IRN SFP01016

  • CF30 Customer (1 Nov 2007 to 10 Jul 2018)
  • CF21 Investment Adviser (23 Jul 2002 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (1 Mar 2002 to 23 Jul 2002)
• Simon James Wateridge

  IRN SXW18710

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 20 Sep 2022)
  • [FCA CF] Client dealing (since 20 Sep 2022)
• Sophie Tinney

  IRN SXT00635

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 11 Dec 2023)
  • [FCA CF] Client dealing (since 11 Dec 2023)
• Stanley James Comber

  IRN SJC00081

  • CF2 Non Executive Director (1 Dec 2001 to 31 Mar 2013)
• Stephen Alan Bush

  IRN SAB01199

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
  • CF30 Customer (26 Nov 2007 to 8 Dec 2019)
• Stephen Tien-Sung Ooi

  IRN SXO08516

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 4 Dec 2023)
  • [FCA CF] Client dealing (since 4 Dec 2023)
• Stuart Adrian Spencer

  IRN SXS01765

  • CF30 Customer (1 Nov 2007 to 30 Nov 2008)
  • CF22 Investment Adviser (Trainee) (16 Jul 2007 to 31 Oct 2007)
• Thomas Huw Bostock

  IRN THB01031

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 10 Jan 2022)
  • [FCA CF] Client dealing (since 10 Jan 2022)

• The Drawdown Partnership Limited

  FRN 538697 · Appointed 5 Jan 2011

No changes recorded yet.