Meridan Pension Services Limited

Date authorised
2 March 2020
Companies House
07378499
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Meridan Pension Services Ltd
    Office 9a-9b & 12
    Hanham Hall
    Whittucks Road
    Bristol
    South Gloucestershire
    BS15 3FR
    UNITED KINGDOM
    Phone
    +441179226446
    Web
    https://www.meridan.co.uk

  • Complaints Contact

    Meridan Pension Services Ltd
    Office 9a-9b & 12
    Hanham Hall
    Whittucks Road
    Bristol
    South Gloucestershire
    BS15 3FR
    UNITED KINGDOM
    Phone
    +441179226446

What this firm is allowed to do

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

  • 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
    • · 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: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

  • 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, 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, 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.

  • Insurance Admin

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

  • 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, 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.

  • Alan Edwin Hudson

    IRN AEH00010

    • Director of firm who is not a certification employee or a SMF manager (since 25 Nov 2020)
    • SMF3 Executive Director (2 Mar 2020 to 23 Nov 2020)
  • Ian Joseph Chappell

    IRN IJC01023

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 30 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 30 Sep 2020)
    • SMF16 Compliance Oversight (since 2 Mar 2020)
    • SMF3 Executive Director (since 2 Mar 2020)
    • Responsible for Insurance Distribution (since 2 Mar 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Mar 2020)
  • Michael Keith Peter Hucker

    IRN MKH00006

    • Director of firm who is not a certification employee or a SMF manager (since 25 Nov 2020)
    • SMF3 Executive Director (2 Mar 2020 to 23 Nov 2020)
  • Nigel Harvey Poole

    IRN NHP01018

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 30 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 30 Sep 2020)
    • SMF3 Executive Director (since 2 Mar 2020)
  • Paul Goddard Jones

    IRN PGJ01025

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 30 Sep 2020)
    • [FCA CF] Client dealing (since 30 Sep 2020)
    • SMF3 Executive Director (since 2 Mar 2020)

Recent activity

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

No changes recorded yet.