Phoenix Group Management Services Limited

• Principal Place of Business

  10 Brindleyplace

  Birmingham

  B1 2JB

  UNITED KINGDOM

  Phone

  +442035679100

  Web

  https://www.standardlifeplc.com

• Complaints Contact

  10 Brindleyplace

  Birmingham

  B1 2JB

  UNITED KINGDOM

  Phone

  +4402045596005

• Mortgage Servicing

  For Customer, Regulated mortgage contract

• Authorised to Operate

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

• Arranges Investments

  For Commercial, Professional, 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, Structured Deposits, Unit

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

• Insurance Admin

  For Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Unit, Warrant

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  • · 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.

• Debt Collection

• Consumer Hire

• Mortgage Lending

  For Customer, Regulated mortgage contract

• Consumer Loans

• Consumer Hire Servicing

• Loan Servicing

• Investment Setup

  For Commercial, Professional, 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, Structured Deposits, Unit

  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.

• Jean Craig Park

  IRN JCP01055

  • CF10 Compliance Oversight (4 Mar 2010 to 24 Mar 2011)
  • CF28 Systems and controls (4 Mar 2010 to 20 Jun 2013)
• Jill Beary

  IRN JXB03778

  • [FCA CF] Significant management (8 May 2024 to 31 Mar 2026)
• Joanna Parker

  IRN JXP36933

  • [FCA CF] Manager of certification employee (1 Nov 2024 to 31 Jul 2025)
  • [FCA CF] Significant management (3 Jul 2023 to 31 Jul 2025)
• Joanne Lesley Swain

  IRN JLS01212

  • CF10 Compliance Oversight (5 Sep 2018 to 8 Dec 2019)
• Joanne Szulikowski

  IRN JXS26355

  • [FCA CF] Significant management (since 17 Apr 2025)
• John Charles Amies Wilkinson

  IRN JCW01175

  • CF10 Compliance Oversight (28 Aug 2007 to 8 Sep 2008)
• John Simon Bertie Smith

  IRN JSS01117

  • CF1 Director (1 May 2008 to 30 Jun 2010)
• Jonathan James Yates

  IRN JJY01004

  • CF1 Director (5 May 2010 to 21 Dec 2011)
• Jonathan Peter Evans

  IRN JXE01077

  • CF2 Non Executive Director (12 Sep 2009 to 16 Mar 2012)
• Jonathan Robson Pears

  IRN JRP01185

  • SMF7 Group Entity Senior Manager (24 Apr 2020 to 19 Aug 2024)

• Vebnet Limited (no longer appointed)

  FRN 571926 · Appointed 31 Aug 2018 · Until 22 Jun 2024

No changes recorded yet.