Date authorised
1 August 2016
Companies House
09354862
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    209 Blackfriars Road
    London
    SE1 8NL
    UNITED KINGDOM
    Phone
    +4402034578444
  • Complaints Contact

    PensionBee Limited
    209 Blackfriars Road
    London
    SE1 8NL
    UNITED KINGDOM
    Phone
    +4402034578444

What this firm is allowed to do

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

  • 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), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • Trades With You Directly

    For Professional, Retail (Investment), Personal pension scheme, Stakeholder pension scheme

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • Runs Personal Pensions

    For Personal pension scheme

    Show 2 limitations
    • · The permission only relates to the PensionBee Personal Pension.
    • · Any personal pension scheme operated by the firm may only invest in products offered by: (1) State Street Bank and Trust Company (FRN 170462); or (2) BlackRock Investment Management (UK) Limited (FRN 119293); or (3) Legal and General Investment Management (FRN 119272) or (4) any undertaking which forms part of the same group as (1) or (2) or (3).
  • Investment Setup

    For Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

Approved individuals

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

  • Adebola Haffner

    IRN AXH00489

    • [FCA CF] Significant management (19 Apr 2021 to 27 Mar 2023)
  • Christoph Johannes Martin

    IRN CJM01449

    • SMF3 Executive Director (since 24 May 2022)
    • [FCA CF] Significant management (since 9 Dec 2019)
  • Clare Louise Reilly

    IRN CXR00204

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Gregory Mark Wood

    IRN GXW01203

    • SMF9 Chair of the Governing Body (since 9 Dec 2019)
    • CF2 Non Executive Director (1 Aug 2016 to 8 Dec 2019)
  • Ibijope Soule

    IRN IXS00348

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 14 Nov 2025)
  • Jasper Martens

    IRN JXM00662

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Jonathan Richard Lister Parsons

    IRN JRL01158

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (1 Aug 2016 to 8 Dec 2019)
  • Joseph Peter Hurst Suddaby

    IRN JPS01154

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 19 Mar 2021)
    • CF2 Non Executive Director (1 Aug 2016 to 8 Dec 2019)
  • Lisa Anne Katherina Picardo

    IRN LXP01189

    • [FCA CF] Significant management (since 3 Mar 2020)
  • Mary Elizabeth Francis

    IRN MEF01056

    • Director of firm who is not a certification employee or a SMF manager (since 2 Nov 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Rizq Financial Technologies Ltd (no longer appointed)

    FRN 990074 · Appointed 31 Aug 2022 · Until 12 Sep 2022

  • Usnoop Limited (no longer appointed)

    FRN 937898 · Appointed 3 Aug 2022 · Until 30 Nov 2022

  • Pay Dashboard Services Limited (no longer appointed)

    FRN 942018 · Appointed 10 Jan 2022 · Until 7 Apr 2022

  • Ember Nine Ltd (no longer appointed)

    FRN 963734 · Appointed 9 Nov 2021 · Until 14 Apr 2022

  • MoneySmart (no longer appointed)

    FRN 956288 · Appointed 6 Aug 2021 · Until 28 Oct 2021

  • Lifetise (no longer appointed)

    FRN 952400 · Appointed 7 Jun 2021 · Until 14 Apr 2022

  • Gener8 ADS LIMITED (no longer appointed)

    FRN 949614 · Appointed 22 Apr 2021 · Until 14 Apr 2022

  • Boring Money Ltd (no longer appointed)

    FRN 945322 · Appointed 19 Feb 2021 · Until 28 Nov 2022

  • Yolt Limited (no longer appointed)

    FRN 939160 · Appointed 24 Nov 2020 · Until 4 Dec 2021

  • Leadscale limited (no longer appointed)

    FRN 931210 · Appointed 3 Aug 2020 · Until 1 Feb 2022

Recent activity

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

No changes recorded yet.