Partnership Life Assurance Company Limited

Date authorised
1 April 2013
Companies House
05465261
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Enterprise House
    Bancroft Road
    Reigate
    Surrey
    RH2 7RP
    UNITED KINGDOM
    Phone
    +4401737233297
  • Complaints Contact

    Enterprise House
    Bancroft Road
    Reigate
    Surrey
    RH2 7RP
    UNITED KINGDOM
    Phone
    +4401737233297

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

    Show 1 limitation
    • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.
  • 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, Eligible Counterparty, Professional, Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  • Arranges Asset Safekeeping

    For Eligible Counterparty, Professional, Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  • Manages Insurance Policies

    For All, Life and annuity, Linked long-term, Permanent health

  • Stockbroking

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), 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), Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

  • Issues Insurance

    For All, Life and annuity, Linked long-term, Permanent health

  • Runs Personal Pensions

    For Professional, Retail (Investment), Personal pension scheme

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

  • Holds Your Assets

    For Professional, Retail (Investment), Certificates representing certain security, 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), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

Approved individuals

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

  • Joanne Rosemary Evans

    IRN JRE00033

    • CF10 Compliance Oversight (2 Aug 2013 to 2 Apr 2015)
    • CF11 Money Laundering Reporting (2 Aug 2013 to 1 Apr 2015)
  • John Peter Hastings-Bass

    IRN JPH00023

    • SMF7 Group Entity Senior Manager (13 Aug 2020 to 1 Apr 2026)
  • John Rollerson

    IRN JXR36943

    • [FCA CF] Significant management (10 Dec 2018 to 3 May 2022)
    • [PRA CF] Significant risk taker or Material risk taker (10 Dec 2018 to 19 Nov 2021)
  • John Trevor Perks

    IRN JTP00009

    • SMF9 Chair of the Governing Body (23 Mar 2021 to 1 Apr 2026)
  • John Weaver

    IRN JXW01065

    • [FCA CF] Significant management (26 Apr 2024 to 11 Oct 2024)
  • Jonathan Bayer

    IRN JXB01539

    • SMF7 Group Entity Senior Manager (since 1 Apr 2026)
  • Jonathan David Bird

    IRN JDB01284

    • CF11 Money Laundering Reporting (1 Apr 2015 to 31 Dec 2017)
  • Jonpaul Miller

    IRN JXM36944

    • [FCA CF] Significant management (10 Jun 2019 to 22 Oct 2020)
  • Julie Denman

    IRN JXD84175

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 9 Jun 2020)
  • Kalpana Shah

    IRN KAS01174

    • SMF10 Chair of the Risk Committee (18 Nov 2021 to 3 Mar 2025)
    • Director of firm who is not a certification employee or a SMF manager (1 Mar 2021 to 1 Sep 2021)

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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