Pension Works Limited

Date authorised
1 November 2016
Companies House
09775967
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Pension Works Limited
    Booths Park 5
    Chelford Road
    Knutsford
    Cheshire
    WA16 8GS
    UNITED KINGDOM
    Phone
    +448007561288
    Web
    https://www.pensionworks.co.uk

  • Complaints Contact

    Pension Works Limited
    Booths Park 5
    Chelford Road
    Knutsford
    Cheshire
    WA16 8GS
    UNITED KINGDOM
    Phone
    +448007561288

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For 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 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 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
    • · 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 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
    • · 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.

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Investment Setup

    For 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.

  • Michael Hall

    IRN MXH00127

    • CF1 Director (1 Nov 2016 to 15 Mar 2018)
    • CF30 Customer (1 Nov 2016 to 15 Mar 2018)
    • Responsible for Insurance Mediation (1 Nov 2016 to 15 Mar 2018)
  • Paul Alexander Chester

    IRN PAC00013

    • [FCA CF] Functions requiring qualifications (17 Feb 2020 to 15 Sep 2022)
  • Stephen Perkins

    IRN SXP02999

    • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 25 Nov 2022)
  • Terence Mullender

    IRN TXM01343

    • [FCA CF] Functions requiring qualifications (9 Jul 2021 to 5 Aug 2021)

Recent activity

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

No changes recorded yet.