Pensionhelp Limited

• Principal Place of Business

  Pensionhelp Ltd

  Lloyds House 18-22

  Lloyd Street

  Manchester

  M2 5WA

  UNITED KINGDOM

  Phone

  +441619562328

  Web

  https://www.pensionhelp.co.uk

• Complaints Contact

  Pensionhelp Ltd

  Lloyds House 18-22

  Lloyd Street

  Manchester

  M2 5WA

  UNITED KINGDOM

  Phone

  +441619562328

• 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 Hide limitations

  • · 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), 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 Hide limitations

  • · 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 Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Commercial, 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, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Credit Score Services

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• Barry Westbrook

  IRN BXW01497

  • CF11 Money Laundering Reporting (12 May 2017 to 27 Feb 2018)
  • CF10 Compliance Oversight (12 May 2017 to 27 Feb 2018)
• Carl Hayes

  IRN CXH02039

  • CF30 Customer (4 Dec 2017 to 31 Aug 2018)
• Charles Richard Bamforth

  IRN CRB00009

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Feb 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Feb 2024)
  • CF30 Customer (23 Oct 2017 to 8 Dec 2019)
• Darren Edward Hardy-Dearness

  IRN DEH01089

  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • CF11 Money Laundering Reporting (27 Feb 2018 to 8 Dec 2019)
  • CF10 Compliance Oversight (27 Feb 2018 to 8 Dec 2019)
  • CF1 Director (27 Feb 2018 to 8 Dec 2019)
• George Agan

  IRN GXA01686

  • [FCA CF] Client dealing (9 Dec 2019 to 19 Feb 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Feb 2021)
  • CF30 Customer (27 Jul 2018 to 8 Dec 2019)
• Ian Phillip Paxton

  IRN IPP00005

  • [FCA CF] Functions requiring qualifications (6 Apr 2022 to 23 Nov 2022)
  • [FCA CF] Client dealing (6 Apr 2022 to 23 Nov 2022)
• Jake Matthew Waterfield

  IRN JXW00042

  • [FCA CF] Client dealing (6 Oct 2020 to 1 Feb 2024)
  • [FCA CF] Functions requiring qualifications (6 Oct 2020 to 1 Feb 2024)
• Jason Stephen Hinde

  IRN JSH01174

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 29 Apr 2021)
  • [FCA CF] Client dealing (since 29 Apr 2021)
• John Courtenay Webber

  IRN JCW01240

  • CF30 Customer (22 May 2017 to 26 Mar 2019)
• John Michael Stevenson

  IRN JMS00109

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (3 Apr 2017 to 8 Dec 2019)

No changes recorded yet.