Jackson (Life & Pensions) Limited

• Principal Place of Business

  Unit Three

  Mounts Bay Retail Centre

  Wharf Road

  Penzance

  Cornwall

  TR18 4FG

  UNITED KINGDOM

  Phone

  +4401736360717

  Web

  https://jacksons.life

• Complaints Contact

  Unit Three

  Mounts Bay Retail Centre

  Wharf Road

  Penzance

  Cornwall

  TR18 4FG

  UNITED KINGDOM

  Phone

  +4401736360717

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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 2 limitations 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.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

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

• Credit Brokering

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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.

• Terence Richard Dean

  IRN TRD00003

  • CF21 Investment Adviser (1 Dec 2001 to 29 Dec 2006)
• Thomas James Charles Wigan

  IRN TXW45332

  • 11. Pension transfer specialist
  • 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 1 May 2025)
  • [FCA CF] Client dealing (since 1 May 2025)
• Toby Hines

  IRN TXH43227

  • [FCA CF] Client dealing (23 Aug 2021 to 4 Apr 2025)
  • [FCA CF] Functions requiring qualifications (23 Aug 2021 to 4 Apr 2025)
• Walter Charles William Cox

  IRN CXC00075

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Nov 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Nov 2024)
  • SMF3 Executive Director (9 Dec 2019 to 19 Nov 2024)
  • CF1 Director (6 Jan 2014 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2009 to 8 Dec 2019)

No changes recorded yet.