PensionBee Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
209 Blackfriars RoadLondonSE1 8NLUNITED KINGDOM- Phone
- +4402034578444
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Complaints Contact
PensionBee Limited209 Blackfriars RoadLondonSE1 8NLUNITED KINGDOM- Phone
- +4402034578444
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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 Hide limitations
- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
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Trades With You Directly
For Professional, Retail (Investment), Personal pension scheme, Stakeholder pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
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Runs Personal Pensions
For Personal pension scheme
Show 2 limitations Hide 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).
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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 Hide limitations
- · 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.
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Matthew Cavanagh
IRN MXC01014
- [FCA CF] Significant management (since 1 Sep 2023)
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Matthew Loft
IRN MXL00362
- [FCA CF] Significant management (since 16 Dec 2021)
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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)
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Omolara Olusola Oyesanya
IRN OXO00067
- Director of firm who is not a certification employee or a SMF manager (since 14 Apr 2022)
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Petra Miskov
IRN PXM00513
- [FCA CF] Significant management (since 5 Sep 2022)
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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)
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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.
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Rizq Financial Technologies Ltd (no longer appointed)
FRN 990074 · Appointed 31 Aug 2022 · Until 12 Sep 2022
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Pay Dashboard Services Limited (no longer appointed)
FRN 942018 · Appointed 10 Jan 2022 · Until 7 Apr 2022
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.