Pension Income Planning Limited

Date authorised
8 March 2016
Companies House
09520852
Last scraped
21 hours ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Sterling Court, 4 Gresham Road
    Brentwood
    Essex
    CM14 4HN
    UNITED KINGDOM
    Phone
    +4401277600518
    Web
    https://www.pipplanning.co.uk

  • Complaints Contact

    Sterling Court, 4 Gresham Road
    Brentwood
    Essex
    CM14 4HN
    UNITED KINGDOM
    Phone
    +4401277600518

What this firm is allowed to do

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

  • P2P Lending Advice

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

  • Pension Transfer Advice

    For Retail (Investment), Professional, Unit, Stakeholder pension scheme, Personal pension scheme, Rights to or interests in investments (Security), Life Policy, Rights to or interests in investments (Contractually Based Investments)

    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.

  • Investment Advice (no pensions)

    For Commercial, Retail (Investment), Professional, Retail (Non-Investment Insurance), Structured Deposits, Share, Government and public security, Warrant, Certificates representing certain security, Unit, Debenture, Stakeholder pension scheme, Personal pension scheme, Rights to or interests in investments (Security), Life Policy, Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts

    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, Retail (Investment), Professional, Retail (Non-Investment Insurance), Structured Deposits, Share, Government and public security, Warrant, Certificates representing certain security, Unit, Debenture, Stakeholder pension scheme, Personal pension scheme, Rights to or interests in investments (Security), Life Policy, Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts

    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.

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Investment Setup

    For Commercial, Retail (Investment), Professional, Retail (Non-Investment Insurance), Structured Deposits, Share, Government and public security, Warrant, Certificates representing certain security, Unit, Debenture, Stakeholder pension scheme, Personal pension scheme, Rights to or interests in investments (Security), Life Policy, Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts

    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.

  • Michael James Hammond

    IRN MXH00955

    • (8)[FCA CF] Functions requiring qualifications (8 Mar 2023 to 29 Dec 2023)
    • (7)[FCA CF] Client dealing (8 Mar 2023 to 29 Dec 2023)
  • Nadeem Taj Mian

    IRN NXM83490

    • (6)[FCA CF] Functions requiring qualifications (4 Apr 2024 to 14 Jan 2026)
    • (5)[FCA CF] Client dealing (4 Apr 2024 to 14 Jan 2026)
  • Nicholas Kabral Burke

    IRN NKB01028

    • (17)[FCA CF] Client dealing (1 Dec 2020 to 26 Jan 2024)
    • (18)[FCA CF] Functions requiring qualifications (1 Dec 2020 to 26 Jan 2024)
  • Robert Laurence Cook

    IRN RLC00015

    • (35)[FCA CF] Client dealing (17 Dec 2020 to 14 Jan 2026)
    • (36)[FCA CF] Functions requiring qualifications (17 Dec 2020 to 14 Jan 2026)
  • Saoirse Blake

    IRN SXB00287

    • (3)[FCA CF] Client dealing (5 Mar 2025 to 14 Jan 2026)
    • (4)[FCA CF] Functions requiring qualifications (5 Mar 2025 to 14 Jan 2026)

Recent activity

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

  1. controlled function added: (5)[FCA CF] Client dealing

  2. controlled function added: (4)[FCA CF] Functions requiring qualifications

  3. controlled function added: (3)[FCA CF] Client dealing

  4. controlled function added: (2)CF30 Customer

  5. controlled function added: (1)CF30 Customer

  6. controlled function removed: SMF16 Compliance Oversight

  7. controlled function removed: SMF17 Money Laundering Reporting Officer (MLRO)

  8. controlled function removed: Responsible for Insurance Distribution

  9. controlled function removed: 4. Giving personal recommendations on retail investment products which are not broker funds

  10. controlled function removed: 11. Pension transfer specialist

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