PensionBee Limited

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
    Web
    https://www.pensionbee.com

  • 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.

  • Matthew Cavanagh

    IRN MXC01014

    • [FCA CF] Significant management (since 1 Sep 2023)
  • Matthew Loft

    IRN MXL00362

    • [FCA CF] Significant management (since 16 Dec 2021)
  • Michelle Ann Cracknell

    IRN MAC00004

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • CF2 Non Executive Director (6 Nov 2019 to 8 Dec 2019)
  • Omolara Olusola Oyesanya

    IRN OXO00067

    • Director of firm who is not a certification employee or a SMF manager (since 14 Apr 2022)
  • Petra Miskov

    IRN PXM00513

    • [FCA CF] Significant management (since 5 Sep 2022)
  • Romina Savova

    IRN RXS02410

    • SMF1 Chief Executive (since 13 Apr 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 28 Dec 2025)
    • CF11 Money Laundering Reporting (1 Aug 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Aug 2016 to 8 Dec 2019)
    • CF1 Director (1 Aug 2016 to 8 Dec 2019)
  • Tess Elizabeth Nicholson

    IRN TXN01299

    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF29 Significant management (17 Mar 2017 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.