Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Legal & General Assurance Society LtdOne Coleman StreetLondonCity Of LondonEC2R 5AAUNITED KINGDOM- Phone
- +4402031242000
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Complaints Contact
Legal & General Assurance Society LtdFour Central SquareCardiffCF10 1FSUNITED KINGDOM- Phone
- +4408002941120
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Bank Deposits
For All, Deposit
Show 1 limitation Hide limitations
- · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
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P2P Lending Advice
For Commercial, Professional
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Investment Advice (no pensions)
For Commercial, Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), 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), Rolling spot forex contract, Spread Bet, Non-investment insurance contracts, Personal pension scheme
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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.
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), 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), Rolling spot forex contract, Spread Bet, Non-investment insurance contracts, Personal pension scheme
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.
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Arranges Asset Safekeeping
For Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), 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), Rolling spot forex contract, Spread Bet, Personal pension scheme
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.
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Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Manages Insurance Policies
For All, Accident, Sickness, Land Vehicles, Railway rolling stock, Aircraft, Ships, Goods in transit, Fire and natural forces, Damage to property, Motor vehicle liability, Aircraft liability, Liability for ships, General liability, Credit, Suretyship, Miscellaneous financial loss, Legal expenses, Life and annuity, Marriage and birth, Linked long-term, Permanent health, Capital redemption, Pension fund management
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Commodity Future, Rolling spot forex contract, Spread Bet, Commodity option and option on commodity future, Life Policy, Non-investment insurance contracts, Personal pension scheme
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.
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Trades With You Directly
For Retail (Investment), Professional, Eligible Counterparty, Life Policy, Rights to or interests in investments (Contractually Based Investments), 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 (Security), Rolling spot forex contract, Spread Bet, Stakeholder pension scheme, Personal pension scheme
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.
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Issues Insurance
For All, Accident, Sickness, Land Vehicles, Railway rolling stock, Aircraft, Ships, Goods in transit, Fire and natural forces, Damage to property, Motor vehicle liability, Aircraft liability, Liability for ships, General liability, Credit, Suretyship, Miscellaneous financial loss, Legal expenses, Life and annuity, Marriage and birth, Linked long-term, Permanent health, Capital redemption, Pension fund management
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Consumer Loans
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Runs Stakeholder Pensions
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Runs Personal Pensions
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Loan Servicing
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), 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), Rolling spot forex contract, Spread Bet, Non-investment insurance contracts, Personal pension scheme
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.
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Manages Your Portfolio
For Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), 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), Rolling spot forex contract, Spread Bet, Personal pension scheme
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.
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Holds Your Assets
For Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), 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), Rolling spot forex contract, Spread Bet, Personal pension scheme
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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Jonathan Kersh
IRN JXK01208
- (178)CF4 Partner (AR) (1 Dec 2001 to 21 Jul 2003)
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Jonathan Lee Covill
IRN JLC01184
- (1309)CF29 Significant management (6 Jul 2018 to 9 Dec 2018)
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Jonathan Mark Boyle
IRN JMB00066
- (2586)CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)
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Jonathan Mark Brewis Daniels
IRN JMD01130
- (365)Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2025)
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Jonathan Michael Lilley
IRN JML00031
- (2855)CF4 Partner (AR) (1 Dec 2001 to 20 May 2004)
- (2854)CF21 Investment Adviser (1 Dec 2001 to 25 Nov 2002)
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Jonathan Michael Stinton
IRN JMS00098
- (71)CF21 Investment Adviser (1 Dec 2001 to 8 Aug 2002)
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Jonathan Paul Drew
IRN JPD00042
- (127)CF21 Investment Adviser (22 Dec 2004 to 21 Apr 2006)
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Jonathan Richard Tinsley
IRN JRT00044
- (366)CF1 Director (AR) (1 Dec 2001 to 20 Mar 2002)
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Jonathan Whitmarsh
IRN JPW00012
- (2369)CF21 Investment Adviser (18 Jan 2005 to 14 Apr 2007)
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Jonathan William Syder
IRN JWS01115
- (1442)CF22 Investment Adviser (Trainee) (24 Jul 2006 to 29 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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ONN Financial Partnership Ltd (no longer appointed)
FRN 214561 · Appointed 1 Dec 2001 · Until 19 Mar 2007
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Gloucester Promotions Ltd (no longer appointed)
FRN 185165 · Appointed 1 Dec 2001 · Until 15 Jul 2002
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Mortgage Choices Limited (no longer appointed)
FRN 201257 · Appointed 1 Dec 2001 · Until 16 May 2003
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Falkland Financial Services Ltd (no longer appointed)
FRN 194904 · Appointed 1 Dec 2001 · Until 4 Mar 2003
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Mortgage & Financial Planning Consultants Ltd (no longer appointed)
FRN 179544 · Appointed 1 Dec 2001 · Until 12 Sep 2002
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Complete Move Mortgages Ltd (no longer appointed)
FRN 185115 · Appointed 1 Dec 2001 · Until 2 Feb 2005
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Addison Financial Partnership Limited (no longer appointed)
FRN 193679 · Appointed 1 Dec 2001 · Until 5 Dec 2003
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (37)18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
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controlled function added: (36)[FCA CF] Manager of certification employee
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controlled function added: (35)[FCA CF] Manager of certification employee
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controlled function added: (34)[FCA CF] Functions requiring qualifications
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controlled function added: (33)17. Administrative functions in relation to managing investments
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controlled function added: (32)18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
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controlled function added: (31)19. Administrative functions in relation to the operation of stakeholder pension schemes
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controlled function added: (30)[FCA CF] Manager of certification employee
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controlled function added: (29)[PRA CF] Managing a material risk taker
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controlled function added: (28)[FCA CF] Functions requiring qualifications